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
1251
$100K ﹤0.01%
547
+47
1252
$99.9K ﹤0.01%
2,314
1253
$99.9K ﹤0.01%
3,877
-816
1254
$99.6K ﹤0.01%
512
+77
1255
$99.5K ﹤0.01%
50,000
1256
$99.4K ﹤0.01%
478
-44
1257
$99.1K ﹤0.01%
1,310
1258
$98.7K ﹤0.01%
2,382
-833
1259
$98.6K ﹤0.01%
+4,066
1260
$98.6K ﹤0.01%
2,561
1261
$98.4K ﹤0.01%
550
+138
1262
$98.1K ﹤0.01%
+2,006
1263
$98K ﹤0.01%
5,205
-2,583
1264
$97.8K ﹤0.01%
1,442
-221
1265
$97.8K ﹤0.01%
30,000
+10,000
1266
$97.6K ﹤0.01%
6,709
-174
1267
$97.5K ﹤0.01%
4,219
-2,951
1268
$96.6K ﹤0.01%
3,533
1269
$96.4K ﹤0.01%
882
-223
1270
$96.3K ﹤0.01%
1,606
-602
1271
$96.3K ﹤0.01%
3,906
-282
1272
$96.1K ﹤0.01%
1,141
-126
1273
$96K ﹤0.01%
2,185
+654
1274
$95.1K ﹤0.01%
1,594
+904
1275
$95K ﹤0.01%
3,206
+850
49 50
51
52 53