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
1226
$106K ﹤0.01%
10,034
1227
$106K ﹤0.01%
17,674
+13,467
1228
$105K ﹤0.01%
1,702
-387
1229
$105K ﹤0.01%
4,580
-1,600
1230
$105K ﹤0.01%
1,483
-334
1231
$105K ﹤0.01%
2,673
-489
1232
$104K ﹤0.01%
2,001
1233
$104K ﹤0.01%
7,005
1234
$104K ﹤0.01%
1,280
-7
1235
$104K ﹤0.01%
3,710
-4,702
1236
$104K ﹤0.01%
9,629
+2,476
1237
$104K ﹤0.01%
930
+587
1238
$103K ﹤0.01%
1,068
-678
1239
$103K ﹤0.01%
4,152
-1
1240
$103K ﹤0.01%
1,657
-3
1241
$103K ﹤0.01%
918
1242
$102K ﹤0.01%
4,843
+4,500
1243
$102K ﹤0.01%
2,519
-89
1244
$102K ﹤0.01%
2,533
+80
1245
$102K ﹤0.01%
2,884
1246
$101K ﹤0.01%
1,211
-63
1247
$101K ﹤0.01%
4,310
-230
1248
$101K ﹤0.01%
2,023
+1,803
1249
$101K ﹤0.01%
1,056
+283
1250
$101K ﹤0.01%
1,416
+1,366
48 49
50
51 52