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
1326
$86.9K ﹤0.01%
4,256
+220
1327
$86.9K ﹤0.01%
78
+5
1328
$86.8K ﹤0.01%
2,954
1329
$86.8K ﹤0.01%
1,059
-274
1330
$86.2K ﹤0.01%
2,130
-66
1331
$86.1K ﹤0.01%
834
+132
1332
$85.9K ﹤0.01%
15,856
-25,694
1333
$85.5K ﹤0.01%
2,935
+562
1334
$85.3K ﹤0.01%
7,556
+470
1335
$85.3K ﹤0.01%
2,099
+458
1336
$85.2K ﹤0.01%
3,745
+300
1337
$85K ﹤0.01%
593
-112
1338
$85K ﹤0.01%
471
-440
1339
$84.9K ﹤0.01%
1,925
+209
1340
$84.8K ﹤0.01%
40,170
1341
$84.6K ﹤0.01%
13,517
-9,670
1342
$84.6K ﹤0.01%
1,586
-1,138
1343
$84.2K ﹤0.01%
4,599
-8,844
1344
$84.1K ﹤0.01%
1,553
+108
1345
$83.9K ﹤0.01%
2,439
+500
1346
$83.5K ﹤0.01%
922
+815
1347
$83.4K ﹤0.01%
764
-102
1348
$83.2K ﹤0.01%
1,208
+602
1349
$83.2K ﹤0.01%
2,064
1350
$83K ﹤0.01%
2,545
+1,059
52 53
54
55 56