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
1051
$162K 0.01%
8,004
+7,533
1052
$162K 0.01%
9,122
-136
1053
$162K 0.01%
315
-144
1054
$160K 0.01%
1,995
-25
1055
$160K 0.01%
3,678
+1,323
1056
$160K 0.01%
3,457
-87
1057
$160K 0.01%
4,071
-448
1058
$159K 0.01%
4,388
1059
$159K 0.01%
399
+60
1060
$159K 0.01%
3,734
+286
1061
$159K 0.01%
15,698
+1,150
1062
$159K 0.01%
6,667
-147
1063
$159K 0.01%
7,771
-6,268
1064
$158K 0.01%
784
-13
1065
$158K 0.01%
2,865
-15,848
1066
$158K 0.01%
12,105
+4,605
1067
$158K 0.01%
+6,300
1068
$158K 0.01%
3,097
1069
$158K 0.01%
2,320
+812
1070
$158K 0.01%
3,984
+3
1071
$158K 0.01%
1,101
-39
1072
$158K 0.01%
1,940
1073
$157K 0.01%
1,893
-533
1074
$157K 0.01%
5,988
+9
1075
$157K 0.01%
1,758
-2,467
41 42
43
44 45