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
1426
$69.6K ﹤0.01%
2,502
-8,487
1427
$69.6K ﹤0.01%
2,159
-3,985
1428
$69.4K ﹤0.01%
1,145
+56
1429
$69K ﹤0.01%
3,197
-3
1430
$68.8K ﹤0.01%
626
+310
1431
$68.7K ﹤0.01%
2,111
1432
$67.6K ﹤0.01%
2,024
1433
$67.5K ﹤0.01%
585
-301
1434
$67.5K ﹤0.01%
1,332
+1,320
1435
$67.3K ﹤0.01%
2,489
+1,072
1436
$67K ﹤0.01%
3,022
+1,895
1437
$66.9K ﹤0.01%
1,623
1438
$66.9K ﹤0.01%
3,495
+598
1439
$66.7K ﹤0.01%
850
-1,280
1440
$66.4K ﹤0.01%
+1,317
1441
$66.2K ﹤0.01%
812
-18
1442
$66.1K ﹤0.01%
2,857
+63
1443
$66K ﹤0.01%
1,530
-45
1444
$65.9K ﹤0.01%
1,073
+9
1445
$65.6K ﹤0.01%
2,353
-2,098
1446
$65.4K ﹤0.01%
2,140
+200
1447
$65.3K ﹤0.01%
1,556
-2,992
1448
$65.1K ﹤0.01%
+3,750
1449
$65K ﹤0.01%
1,700
+192
1450
$64.8K ﹤0.01%
581
+95
56 57
58
59 60