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
1151
$129K 0.01%
3,322
1152
$128K 0.01%
1,745
-543
1153
$128K 0.01%
7,021
-58
1154
$128K 0.01%
518
+267
1155
$127K 0.01%
2,907
-14,651
1156
$127K 0.01%
11,250
-1,400
1157
$127K 0.01%
1,939
+510
1158
$126K 0.01%
627
-181
1159
$126K 0.01%
4,684
-6,774
1160
$125K 0.01%
1,754
-101
1161
$124K 0.01%
2,397
+594
1162
$124K 0.01%
+4,136
1163
$124K 0.01%
238
+15
1164
$124K 0.01%
1,551
+198
1165
$123K 0.01%
+1,800
1166
$123K 0.01%
8,104
+2,613
1167
$123K 0.01%
618
+371
1168
$123K 0.01%
3,718
-853
1169
$123K 0.01%
1,994
+1,701
1170
$122K 0.01%
1,499
-771
1171
$121K 0.01%
3,106
+2,000
1172
$121K 0.01%
4,909
-1,532
1173
$121K 0.01%
+618
1174
$121K 0.01%
7,947
-125
1175
$120K 0.01%
617
+66
45 46
47
48 49