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
1401
$73.7K ﹤0.01%
3,404
+3,212
1402
$73.7K ﹤0.01%
656
1403
$73.7K ﹤0.01%
551
-9
1404
$73.3K ﹤0.01%
+3,000
1405
$73.2K ﹤0.01%
608
+104
1406
$73.1K ﹤0.01%
8,634
-351
1407
$72.9K ﹤0.01%
950
-217
1408
$72.9K ﹤0.01%
652
-533
1409
$72.8K ﹤0.01%
3,097
+6
1410
$72.8K ﹤0.01%
985
1411
$72.5K ﹤0.01%
730
+7
1412
$72.5K ﹤0.01%
4,258
-1,753
1413
$72.4K ﹤0.01%
4,416
+500
1414
$72.2K ﹤0.01%
1,588
-969
1415
$72.1K ﹤0.01%
1,827
+800
1416
$72K ﹤0.01%
1,064
+27
1417
$71.8K ﹤0.01%
2,564
+1,064
1418
$71.7K ﹤0.01%
1,260
-1,211
1419
$71.4K ﹤0.01%
2,997
1420
$71.1K ﹤0.01%
621
-5,528
1421
$71.1K ﹤0.01%
1,812
1422
$70.7K ﹤0.01%
2,344
-400
1423
$70.6K ﹤0.01%
1,300
1424
$70.5K ﹤0.01%
2,789
+10
1425
$70.4K ﹤0.01%
2,989
-406
55 56
57
58 59