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
1201
$113K 0.01%
4,476
+4,430
1202
$113K 0.01%
2,248
+855
1203
$112K 0.01%
1,078
+683
1204
$112K 0.01%
6,327
+2,808
1205
$111K 0.01%
1,695
+157
1206
$111K 0.01%
1,597
+9
1207
$111K 0.01%
3,160
-5,475
1208
$110K 0.01%
1,183
-828
1209
$110K ﹤0.01%
1,096
1210
$110K ﹤0.01%
2,886
-241
1211
$110K ﹤0.01%
4,189
-3,806
1212
$110K ﹤0.01%
4,436
+3,936
1213
$109K ﹤0.01%
1,032
-13,196
1214
$109K ﹤0.01%
287
+1
1215
$109K ﹤0.01%
485
-37
1216
$108K ﹤0.01%
3,644
+12
1217
$108K ﹤0.01%
363
+38
1218
$108K ﹤0.01%
975
+10
1219
$108K ﹤0.01%
124
-295
1220
$108K ﹤0.01%
3,952
+496
1221
$107K ﹤0.01%
4,000
1222
$107K ﹤0.01%
711
-42
1223
$107K ﹤0.01%
1,124
+766
1224
$106K ﹤0.01%
1,672
-14
1225
$106K ﹤0.01%
4,370
-53
47 48
49
50 51