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
126
$3.42M 0.15%
78,286
-13,560
127
$3.41M 0.15%
124,497
+802
128
$3.4M 0.15%
155,604
-12,377
129
$3.4M 0.15%
145,554
-11,421
130
$3.38M 0.15%
163,442
-61,230
131
$3.35M 0.15%
125,742
-31,510
132
$3.34M 0.15%
6,599
-3,236
133
$3.33M 0.15%
111,030
+10,750
134
$3.32M 0.15%
8,112
+818
135
$3.3M 0.15%
196,993
+8,533
136
$3.3M 0.15%
89,505
+40,127
137
$3.26M 0.15%
95,818
+78,002
138
$3.22M 0.15%
7,763
+2,425
139
$3.22M 0.14%
54,858
-6,132
140
$3.21M 0.14%
122,764
+1,920
141
$3.18M 0.14%
75,651
-6,717
142
$3.17M 0.14%
81,900
-1,882
143
$3.16M 0.14%
73,577
+2,974
144
$3.15M 0.14%
65,520
+4,831
145
$3.09M 0.14%
67,372
-2,646
146
$3.08M 0.14%
33,596
-32,632
147
$3.04M 0.14%
12,168
-393
148
$3.03M 0.14%
70,596
+1,272
149
$3.02M 0.14%
30,331
-15
150
$2.95M 0.13%
36,456
+618
4 5
6
7 8