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
951
$205K 0.01%
4,479
-9
952
$205K 0.01%
4,623
-1,912
953
$204K 0.01%
1,811
+16
954
$204K 0.01%
11,008
+1,126
955
$204K 0.01%
1,933
+34
956
$203K 0.01%
2,336
-1,166
957
$203K 0.01%
3,484
-502
958
$202K 0.01%
+1,997
959
$202K 0.01%
2,904
+397
960
$202K 0.01%
3,649
+180
961
$202K 0.01%
5,669
+376
962
$201K 0.01%
6,102
+3,000
963
$201K 0.01%
3,450
-154
964
$200K 0.01%
764
-13
965
$200K 0.01%
5,195
966
$199K 0.01%
3,130
-223
967
$199K 0.01%
3,371
968
$198K 0.01%
671
-116
969
$198K 0.01%
3,704
-46
970
$198K 0.01%
15,853
-1,567
971
$197K 0.01%
11,280
+1,750
972
$197K 0.01%
13,497
-2,025
973
$196K 0.01%
4,485
+548
974
$196K 0.01%
1,351
-959
975
$196K 0.01%
4,537
+68
37 38
39
40 41