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
1126
$140K 0.01%
7,120
1127
$139K 0.01%
3,276
+6
1128
$138K 0.01%
4,951
+2,873
1129
$136K 0.01%
7,523
+1,040
1130
$136K 0.01%
4,654
-332
1131
$135K 0.01%
1,116
-4
1132
$135K 0.01%
5,872
+5,836
1133
$134K 0.01%
7,749
-33,501
1134
$134K 0.01%
739
+602
1135
$134K 0.01%
3,945
-347
1136
$134K 0.01%
609
-313
1137
$134K 0.01%
3,097
-2,716
1138
$133K 0.01%
3,906
-1,390
1139
$133K 0.01%
9,109
+624
1140
$133K 0.01%
90
-2
1141
$132K 0.01%
2,234
-92
1142
$132K 0.01%
4,335
-5,769
1143
$132K 0.01%
1,212
-1,519
1144
– –
-3,462
1145
$131K 0.01%
1,849
-1,050
1146
$131K 0.01%
3,302
+2,950
1147
$131K 0.01%
1,432
+1,348
1148
$131K 0.01%
2,411
-2
1149
$129K 0.01%
+4,546
1150
$129K 0.01%
717
44 45
46
47 48