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
901
$230K 0.01%
21,527
+1,300
902
$229K 0.01%
28,656
-276,776
903
$229K 0.01%
910
+11
904
$228K 0.01%
1,350
905
$228K 0.01%
10,625
906
$228K 0.01%
6,007
-235
907
$227K 0.01%
2,601
-1,363
908
$227K 0.01%
1,018
+148
909
$227K 0.01%
3,666
+1,034
910
$227K 0.01%
7,911
+2,609
911
$226K 0.01%
1,086
+280
912
$226K 0.01%
3,078
+177
913
$225K 0.01%
6,037
+731
914
$225K 0.01%
1,126
+81
915
$225K 0.01%
4,565
+107
916
$225K 0.01%
4,077
-811
917
$225K 0.01%
4,966
-104
918
$224K 0.01%
3,059
-607
919
$223K 0.01%
322
-1,166
920
$222K 0.01%
8,305
-1,969
921
$222K 0.01%
263
-2
922
$222K 0.01%
4,010
-2,380
923
$222K 0.01%
10,748
-200
924
$221K 0.01%
+16,649
925
$221K 0.01%
9,783
-45,125
35 36
37
38 39