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
1376
$78.2K ﹤0.01%
3,155
1377
$78.1K ﹤0.01%
12,579
+1,000
1378
$78K ﹤0.01%
2,501
-14
1379
$77.8K ﹤0.01%
809
-1,214
1380
$77.8K ﹤0.01%
802
-39
1381
$77.7K ﹤0.01%
3,823
+418
1382
$77.5K ﹤0.01%
3,433
-20
1383
$77.1K ﹤0.01%
1,663
-33
1384
$77K ﹤0.01%
8,252
-1,035
1385
$77K ﹤0.01%
3,016
+145
1386
$76.7K ﹤0.01%
975
-81
1387
$76.7K ﹤0.01%
214
-96
1388
$76.5K ﹤0.01%
570
+39
1389
$76.2K ﹤0.01%
965
+7
1390
$76.2K ﹤0.01%
2,355
1391
$76K ﹤0.01%
4,042
+125
1392
$75.7K ﹤0.01%
2,231
-98,135
1393
$75K ﹤0.01%
1,621
+48
1394
$74.8K ﹤0.01%
1,413
-10,541
1395
$74.8K ﹤0.01%
6,265
1396
$74.6K ﹤0.01%
27,412
1397
$74.4K ﹤0.01%
2,178
1398
$74.4K ﹤0.01%
1,801
+879
1399
$74K ﹤0.01%
2,673
-5,250
1400
$73.9K ﹤0.01%
1,102
+185
54 55
56
57 58