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
1526
$53.3K ﹤0.01%
1,341
1527
$53.1K ﹤0.01%
390
+146
1528
$52.8K ﹤0.01%
1,013
-20
1529
$52.3K ﹤0.01%
997
-66
1530
$52.3K ﹤0.01%
1,543
-22,039
1531
$52.3K ﹤0.01%
255
-204
1532
$52.2K ﹤0.01%
265
-324
1533
$52K ﹤0.01%
776
+43
1534
$51.9K ﹤0.01%
351
1535
$51.9K ﹤0.01%
216
-60
1536
$51.8K ﹤0.01%
1,141
-14
1537
$51.7K ﹤0.01%
300
1538
$51.7K ﹤0.01%
1,106
-39
1539
$51.5K ﹤0.01%
1,000
1540
$51.5K ﹤0.01%
620
+2
1541
$51.4K ﹤0.01%
922
+730
1542
$51.3K ﹤0.01%
483
+106
1543
$51.3K ﹤0.01%
25,000
1544
$51.1K ﹤0.01%
2,401
+85
1545
$51K ﹤0.01%
216
-492
1546
$51K ﹤0.01%
+6,200
1547
$50.6K ﹤0.01%
587
-5,053
1548
$50.5K ﹤0.01%
403
+100
1549
$50.4K ﹤0.01%
6,097
+49
1550
$50.2K ﹤0.01%
1,500
60 61
62
63 64