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
1476
$60.7K ﹤0.01%
792
-93
1477
$60.6K ﹤0.01%
1,006
1478
$60.6K ﹤0.01%
6,705
1479
$60.4K ﹤0.01%
1,152
1480
$60.3K ﹤0.01%
4,450
1481
$60.2K ﹤0.01%
1,834
1482
$60.2K ﹤0.01%
297
-173
1483
$60.1K ﹤0.01%
1,385
1484
$59.9K ﹤0.01%
606
1485
$59.7K ﹤0.01%
2,790
+2,050
1486
$59.4K ﹤0.01%
4,480
1487
$59.3K ﹤0.01%
1,865
1488
$59K ﹤0.01%
572
+71
1489
$58.7K ﹤0.01%
+2,750
1490
$58.6K ﹤0.01%
870
1491
$58.4K ﹤0.01%
7,252
-60
1492
$57.8K ﹤0.01%
2,638
-294
1493
$57.7K ﹤0.01%
409
-851
1494
$57.7K ﹤0.01%
990
-1,382
1495
$57.3K ﹤0.01%
374
+218
1496
$57.3K ﹤0.01%
1,904
-90
1497
$57.1K ﹤0.01%
1,330
+13
1498
$56.8K ﹤0.01%
5,297
-878
1499
$56.7K ﹤0.01%
1,830
1500
$56.6K ﹤0.01%
773
+425
58 59
60
61 62