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
1026
$175K 0.01%
7,769
+3,300
1027
$174K 0.01%
5,516
1028
$174K 0.01%
5,116
+271
1029
$173K 0.01%
1,423
-31
1030
$173K 0.01%
7,363
-15,356
1031
$173K 0.01%
6,312
-318
1032
$173K 0.01%
2,211
1033
$172K 0.01%
1,569
-525
1034
$171K 0.01%
13,387
+3,457
1035
$171K 0.01%
4,477
-532
1036
$171K 0.01%
1,831
+410
1037
$170K 0.01%
972
-3,869
1038
$170K 0.01%
16,466
+12,773
1039
$170K 0.01%
1,184
-284
1040
$169K 0.01%
2,488
+266
1041
$169K 0.01%
9,486
+7,068
1042
$169K 0.01%
789
+160
1043
$169K 0.01%
+2,916
1044
$168K 0.01%
7,480
-4,787
1045
$168K 0.01%
9,000
1046
$167K 0.01%
150
1047
$167K 0.01%
4,737
1048
$166K 0.01%
5,967
-60
1049
$165K 0.01%
841
-2
1050
$164K 0.01%
+5,475
40 41
42
43 44