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
1451
$64.7K ﹤0.01%
3,629
1452
$64.6K ﹤0.01%
527
+62
1453
$64.4K ﹤0.01%
1,488
+191
1454
$64.3K ﹤0.01%
766
1455
$64.2K ﹤0.01%
3,188
-8,930
1456
$64.2K ﹤0.01%
+1,206
1457
$63K ﹤0.01%
+2,026
1458
$62.8K ﹤0.01%
2,115
+1,016
1459
$62.6K ﹤0.01%
1,216
+1,188
1460
$62.6K ﹤0.01%
2,232
+626
1461
$62.6K ﹤0.01%
435
+6
1462
$62.1K ﹤0.01%
1,410
-498
1463
$62.1K ﹤0.01%
2,491
+1,007
1464
$62K ﹤0.01%
905
1465
$61.7K ﹤0.01%
141
-316
1466
$61.6K ﹤0.01%
1,002
1467
$61.4K ﹤0.01%
2,098
1468
$61.4K ﹤0.01%
565
+279
1469
$61.4K ﹤0.01%
2,906
1470
$61.3K ﹤0.01%
1,146
-103
1471
$61.2K ﹤0.01%
2,663
-613
1472
$61.1K ﹤0.01%
4,182
-1,366
1473
$61K ﹤0.01%
1,447
-843
1474
$60.9K ﹤0.01%
1,273
+638
1475
$60.9K ﹤0.01%
4,897
+1,336
57 58
59
60 61