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
926
$220K 0.01%
3,227
-198
927
$220K 0.01%
3,320
+5
928
$219K 0.01%
8,000
-2,200
929
$218K 0.01%
3,620
-550
930
$217K 0.01%
1,009
-142
931
$216K 0.01%
1,102
-3
932
$216K 0.01%
1,447
+930
933
$214K 0.01%
155
-6
934
$213K 0.01%
7,764
-1,163
935
$213K 0.01%
8,690
-11,450
936
$212K 0.01%
1,300
+160
937
$212K 0.01%
5,532
+1
938
$212K 0.01%
3,155
-27,430
939
$211K 0.01%
3,787
+2,421
940
$210K 0.01%
9,275
+200
941
$210K 0.01%
7,069
+4,852
942
$210K 0.01%
2,232
+252
943
$209K 0.01%
5,526
-396
944
$207K 0.01%
13,344
945
$207K 0.01%
5,724
-671
946
$207K 0.01%
2,414
947
$207K 0.01%
805
-28
948
$207K 0.01%
19,870
+374
949
$206K 0.01%
+9,200
950
$205K 0.01%
447
-1,345
36 37
38
39 40