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
976
$196K 0.01%
4,753
-30
977
$196K 0.01%
1,837
-1,826
978
$195K 0.01%
9,312
-5,788
979
$195K 0.01%
8,519
+3
980
$195K 0.01%
4,029
+17
981
$195K 0.01%
1,850
+43
982
$194K 0.01%
5,076
-374
983
$193K 0.01%
6,143
-78
984
$193K 0.01%
1,256
+376
985
$192K 0.01%
2,270
-76
986
$192K 0.01%
2,083
-6,503
987
$192K 0.01%
1,836
-100
988
$190K 0.01%
10,769
-218
989
$189K 0.01%
17,901
-2,761
990
$189K 0.01%
795
-18
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$188K 0.01%
3,541
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992
$188K 0.01%
5,282
-334
993
$188K 0.01%
6,230
+857
994
$187K 0.01%
2,026
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995
$187K 0.01%
3,533
+3,365
996
$186K 0.01%
4,024
-3,436
997
$186K 0.01%
11,504
+7,105
998
$185K 0.01%
1,297
+147
999
$185K 0.01%
4,475
-499
1000
$185K 0.01%
2,407
-1,498
38 39
40
41 42