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
1276
$94.9K ﹤0.01%
372,189
1277
$94.7K ﹤0.01%
1,004
1278
$94.6K ﹤0.01%
3,900
+350
1279
$94.4K ﹤0.01%
2,820
+87
1280
$94.3K ﹤0.01%
1,657
+239
1281
$93.7K ﹤0.01%
415
-119
1282
$93.7K ﹤0.01%
307
-272
1283
$93.6K ﹤0.01%
2,900
-79
1284
$93.5K ﹤0.01%
5,260
+4,804
1285
$93.2K ﹤0.01%
2,268
+95
1286
$93K ﹤0.01%
1,085
-264
1287
$92.8K ﹤0.01%
7,879
1288
$92.7K ﹤0.01%
9,000
1289
$92.6K ﹤0.01%
595
-442
1290
$92.5K ﹤0.01%
+2,821
1291
$92.5K ﹤0.01%
5,500
-1,150
1292
$92.3K ﹤0.01%
2,768
-112
1293
$92.3K ﹤0.01%
5,425
-10
1294
$92.1K ﹤0.01%
800
1295
$92K ﹤0.01%
2,460
+113
1296
$91.9K ﹤0.01%
1,539
+473
1297
$91.7K ﹤0.01%
2,659
+750
1298
$91.5K ﹤0.01%
12,034
+777
1299
$91.3K ﹤0.01%
1,576
+230
1300
$91.2K ﹤0.01%
3,074
-1,008
50 51
52
53 54