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
101
$4.59M 0.21%
28,777
-6,714
102
$4.56M 0.2%
61,889
+508
103
$4.5M 0.2%
107,953
+12,617
104
$4.34M 0.2%
78,704
+11
105
$4.3M 0.19%
121,202
106
$4.25M 0.19%
43,887
-2,130
107
$4.15M 0.19%
13,831
-39
108
$4.13M 0.19%
41,264
+28,441
109
$4.07M 0.18%
38,574
+26,851
110
$4.06M 0.18%
125,384
-6,536
111
$3.95M 0.18%
178,826
+26,396
112
$3.89M 0.17%
51,765
+210
113
$3.89M 0.17%
44,069
+18,328
114
$3.86M 0.17%
29,280
-1,214
115
$3.84M 0.17%
14,595
-2,975
116
$3.84M 0.17%
20,008
+836
117
$3.76M 0.17%
12,233
+406
118
$3.74M 0.17%
75,665
+23,530
119
$3.74M 0.17%
22,082
+3,309
120
$3.68M 0.17%
56,862
+665
121
$3.62M 0.16%
15,962
-376
122
$3.61M 0.16%
62,648
+635
123
$3.61M 0.16%
19,522
-4,740
124
$3.56M 0.16%
174,011
+7,020
125
$3.48M 0.16%
60,795
-103
3 4
5
6 7