IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
-$168M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,632
New
Increased
Reduced
Closed

Top Buys

1
+$18.6M
2
+$14.5M
3
+$7.17M
4
XOM icon
Exxon Mobil
XOM
+$6.94M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$4.96M

Top Sells

1
+$10.6M
2
+$10.1M
3
+$7.95M
4
XJUN icon
FT Vest US Equity Enhance & Moderate Buffer ETF June
XJUN
+$5.53M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$4.06M

Sector Composition

1 Technology 6.92%
2 Financials 3.96%
3 Consumer Discretionary 3.27%
4 Healthcare 2.97%
5 Industrials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$244K 0.01%
2,245
877
$244K 0.01%
1,247
+66
878
$244K 0.01%
554
-11
879
$244K 0.01%
3,222
-790
880
$244K 0.01%
9,213
+570
881
$243K 0.01%
1,220
-536
882
$242K 0.01%
8,115
+8,095
883
$240K 0.01%
7,172
-937
884
$240K 0.01%
4,873
-345
885
$239K 0.01%
1,128
+12
886
$238K 0.01%
737
-149
887
$238K 0.01%
5,390
-15
888
$238K 0.01%
18,631
-1,780
889
$237K 0.01%
3,387
-1,567
890
$236K 0.01%
3,751
-4
891
$236K 0.01%
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892
$236K 0.01%
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893
$235K 0.01%
5,797
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894
$235K 0.01%
5,272
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895
$235K 0.01%
958
896
$235K 0.01%
3,277
-211
897
$234K 0.01%
1,497
-306
898
$234K 0.01%
3,542
+164
899
$233K 0.01%
3,191
-736
900
$233K 0.01%
12,738
-7,910
34 35
36
37 38