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
1301
$90.9K ﹤0.01%
+2,670
1302
$90.6K ﹤0.01%
4,863
1303
$90.4K ﹤0.01%
3,121
-313
1304
$90.1K ﹤0.01%
4,293
-369
1305
$90K ﹤0.01%
3,640
+721
1306
$90K ﹤0.01%
1,200
1307
$89.5K ﹤0.01%
544
-216
1308
$89.4K ﹤0.01%
2,531
+43
1309
$89.2K ﹤0.01%
2,241
+8
1310
$89K ﹤0.01%
+2,626
1311
$88.9K ﹤0.01%
2,500
-4,500
1312
$88.8K ﹤0.01%
4,983
-246
1313
$88.7K ﹤0.01%
5,476
+123
1314
$88.6K ﹤0.01%
2,216
-940
1315
$88.4K ﹤0.01%
+3,301
1316
$88.4K ﹤0.01%
5,360
-2,845
1317
$88.1K ﹤0.01%
2,869
-2,531
1318
$88.1K ﹤0.01%
383
-9,161
1319
$87.8K ﹤0.01%
4,771
+3,221
1320
$87.8K ﹤0.01%
1,198
-1,239
1321
$87.7K ﹤0.01%
717
-753
1322
$87.4K ﹤0.01%
+342
1323
$87.4K ﹤0.01%
1,566
-4
1324
$87K ﹤0.01%
6,716
-201
1325
$86.9K ﹤0.01%
2,174
51 52
53
54 55