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
1076
$157K 0.01%
7,791
-512
1077
$157K 0.01%
4,990
+4,071
1078
$156K 0.01%
9,488
-554
1079
$155K 0.01%
8,029
-630
1080
$155K 0.01%
3,655
+381
1081
$155K 0.01%
4,908
1082
$155K 0.01%
3,338
-1,996
1083
$155K 0.01%
2,679
+993
1084
$155K 0.01%
5,903
-273
1085
$155K 0.01%
2,068
-4,937
1086
$153K 0.01%
1,473
+238
1087
$153K 0.01%
4,852
+3,546
1088
$153K 0.01%
2,541
1089
$153K 0.01%
4,375
+147
1090
$153K 0.01%
3,882
-104
1091
$153K 0.01%
2,879
+51
1092
$152K 0.01%
8,843
+3,033
1093
$152K 0.01%
3,582
+25
1094
$152K 0.01%
3,300
1095
$152K 0.01%
4,504
-320
1096
$152K 0.01%
4,485
+298
1097
$152K 0.01%
2,079
-110
1098
$152K 0.01%
4,684
-236
1099
$151K 0.01%
2,820
+1,144
1100
$149K 0.01%
3,068
-2,807
42 43
44
45 46