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
1501
$56.6K ﹤0.01%
5,745
+152
1502
$56.3K ﹤0.01%
438
+61
1503
$56.3K ﹤0.01%
1,732
-47,746
1504
$55.9K ﹤0.01%
1,468
1505
$55.9K ﹤0.01%
1,568
1506
$55.7K ﹤0.01%
1,835
+5
1507
$55.6K ﹤0.01%
3,952
+1,928
1508
$55.5K ﹤0.01%
513
-3,252
1509
$55.5K ﹤0.01%
1,287
-1,529
1510
$55.5K ﹤0.01%
1,511
-2,301
1511
$55K ﹤0.01%
1,109
+14
1512
$55K ﹤0.01%
263
+14
1513
$54.8K ﹤0.01%
2,315
1514
$54.5K ﹤0.01%
9,999
+278
1515
$54.3K ﹤0.01%
551
1516
$54K ﹤0.01%
923
-266
1517
$53.9K ﹤0.01%
+400
1518
$53.9K ﹤0.01%
1,245
-1,188
1519
$53.8K ﹤0.01%
665
+100
1520
$53.8K ﹤0.01%
2,239
-2,239
1521
$53.6K ﹤0.01%
696
+13
1522
$53.6K ﹤0.01%
1,956
1523
$53.6K ﹤0.01%
4,860
+189
1524
$53.4K ﹤0.01%
321
-4,829
1525
$53.4K ﹤0.01%
1,076
+20
59 60
61
62 63