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
1176
$119K 0.01%
6,895
1177
$119K 0.01%
1,032
1178
$119K 0.01%
1,724
-72
1179
$119K 0.01%
3,455
+1,478
1180
$118K 0.01%
2,051
+6
1181
$118K 0.01%
6,552
+1,800
1182
$118K 0.01%
3,152
+1,189
1183
$118K 0.01%
1,592
1184
$118K 0.01%
2,720
+220
1185
$118K 0.01%
3,213
-348
1186
$118K 0.01%
12,604
+11,005
1187
$118K 0.01%
4,476
+4,438
1188
$118K 0.01%
729
+232
1189
$118K 0.01%
2,478
-8
1190
$118K 0.01%
4,370
+1,773
1191
$118K 0.01%
2,294
+1,049
1192
$115K 0.01%
1,645
-1,931
1193
$115K 0.01%
862
-3,815
1194
$114K 0.01%
1,983
+14
1195
$114K 0.01%
4,082
+200
1196
$113K 0.01%
3,245
-700
1197
$113K 0.01%
1,109
+240
1198
$113K 0.01%
785
+137
1199
$113K 0.01%
4,492
-2,844
1200
$113K 0.01%
1,240
-159
46 47
48
49 50