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
1001
$185K 0.01%
1,382
-245
1002
$184K 0.01%
2,311
-6,804
1003
$184K 0.01%
3,921
+388
1004
$184K 0.01%
5,391
-5,098
1005
$184K 0.01%
2,318
+92
1006
$184K 0.01%
2,016
+2,000
1007
$183K 0.01%
2,104
+94
1008
$182K 0.01%
7,446
-155
1009
$182K 0.01%
10,500
1010
$182K 0.01%
8,362
+404
1011
$182K 0.01%
2,465
+670
1012
$181K 0.01%
9,659
+400
1013
$180K 0.01%
2,793
-44
1014
$180K 0.01%
4,257
-152
1015
$180K 0.01%
669
+2
1016
$180K 0.01%
8,105
+1,586
1017
$179K 0.01%
9,182
1018
$179K 0.01%
3,897
-848
1019
$178K 0.01%
2,051
+5
1020
$177K 0.01%
2,129
1021
$177K 0.01%
1,902
-28,719
1022
$177K 0.01%
13,440
-1,031
1023
$177K 0.01%
9,255
+559
1024
$177K 0.01%
6,756
1025
$176K 0.01%
4,946
39 40
41
42 43