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
76
$6.66M 0.3%
474,547
+31,395
77
$6.28M 0.28%
189,688
+2,394
78
$6.2M 0.28%
35,091
-21,852
79
$6.15M 0.28%
109,156
+6,575
80
$6.14M 0.28%
67,286
-12,314
81
$6.09M 0.27%
39,102
-2,378
82
$6.08M 0.27%
35,480
+200
83
$6.03M 0.27%
63,900
+3,820
84
$5.96M 0.27%
11,093
+4,010
85
$5.73M 0.26%
102,505
-2,130
86
$5.72M 0.26%
225,519
+31,275
87
$5.6M 0.25%
42,485
-3,329
88
$5.29M 0.24%
17,504
-891
89
$5.27M 0.24%
45,453
90
$5.18M 0.23%
37,557
-909
91
$5.18M 0.23%
57,044
+4,174
92
$5.17M 0.23%
48,256
-1,116
93
$5.09M 0.23%
208,715
-17,066
94
$5.06M 0.23%
122,535
-19,353
95
$5.05M 0.23%
109,909
+17,547
96
$5.02M 0.23%
45,440
+574
97
$4.85M 0.22%
47,825
+41,655
98
$4.85M 0.22%
195,959
+21,645
99
$4.79M 0.22%
139,865
+33,783
100
$4.71M 0.21%
106,242
-6,434
2 3
4
5 6