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
1351
$82.6K ﹤0.01%
2,787
-800
1352
$82.5K ﹤0.01%
2,078
+43
1353
$82.2K ﹤0.01%
3,947
-1,442
1354
$81.5K ﹤0.01%
655
+375
1355
$81.5K ﹤0.01%
1,911
-2,175
1356
$81.2K ﹤0.01%
9,754
+3,922
1357
$81.1K ﹤0.01%
4,945
-12,900
1358
$80.5K ﹤0.01%
8,742
1359
$80.4K ﹤0.01%
3,550
+400
1360
$80.4K ﹤0.01%
3,131
+1,533
1361
$80.3K ﹤0.01%
454
+1
1362
$80.1K ﹤0.01%
5,226
+674
1363
$80K ﹤0.01%
4,047
-41,672
1364
$79.7K ﹤0.01%
545
-15,071
1365
$79.7K ﹤0.01%
488
1366
$79.6K ﹤0.01%
2,167
+30
1367
$79.4K ﹤0.01%
2,454
+2,442
1368
$79.2K ﹤0.01%
1,140
+1,056
1369
$78.9K ﹤0.01%
763
1370
$78.8K ﹤0.01%
9,272
+3,017
1371
$78.8K ﹤0.01%
3,633
-1,744
1372
$78.7K ﹤0.01%
3,443
1373
$78.5K ﹤0.01%
1,257
-2,419
1374
$78.4K ﹤0.01%
1,736
-122
1375
$78.4K ﹤0.01%
3,700
+1,000
53 54
55
56 57