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
1101
$149K 0.01%
2,621
-17,053
1102
$149K 0.01%
475
+2
1103
$148K 0.01%
1,668
-2
1104
$148K 0.01%
5,819
-67
1105
$147K 0.01%
4,801
+1,401
1106
$146K 0.01%
3,970
1107
$146K 0.01%
6,664
-4,865
1108
$145K 0.01%
1,801
-1,208
1109
$145K 0.01%
502
-7
1110
$145K 0.01%
3,806
+1,862
1111
$144K 0.01%
1,117
+554
1112
$144K 0.01%
2,369
+1
1113
$144K 0.01%
1,477
-40
1114
$144K 0.01%
2,553
-50
1115
$144K 0.01%
282
-25
1116
$144K 0.01%
1,928
-3,756
1117
$143K 0.01%
1,268
+22
1118
$142K 0.01%
549
-213
1119
$142K 0.01%
2,012
-13
1120
$142K 0.01%
1,650
+7
1121
$141K 0.01%
7,900
-2,047
1122
$141K 0.01%
1,683
+7
1123
$140K 0.01%
2,806
-320
1124
$140K 0.01%
1,489
+11
1125
$140K 0.01%
830
+16
43 44
45
46 47