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
1551
$50.1K ﹤0.01%
1,994
+4
1552
$49.8K ﹤0.01%
122
-276
1553
$49.6K ﹤0.01%
+2,026
1554
$49.5K ﹤0.01%
756
1555
$49.5K ﹤0.01%
2,847
-1,394
1556
$49.4K ﹤0.01%
1,260
+2
1557
$49.4K ﹤0.01%
2,123
+37
1558
$49.2K ﹤0.01%
2,578
+698
1559
$49.2K ﹤0.01%
1,060
-288
1560
$49.1K ﹤0.01%
1,112
-126
1561
$49.1K ﹤0.01%
3,450
-1,157
1562
$49.1K ﹤0.01%
1,460
1563
$49.1K ﹤0.01%
3,340
-2,200
1564
$49.1K ﹤0.01%
1,422
-286
1565
$49K ﹤0.01%
299
-7
1566
$48.9K ﹤0.01%
300
+35
1567
$48.8K ﹤0.01%
330
-5,149
1568
$48.8K ﹤0.01%
6,501
-3,060
1569
$48.6K ﹤0.01%
+1,649
1570
$48.6K ﹤0.01%
697
1571
$48.4K ﹤0.01%
595
-852
1572
$48.4K ﹤0.01%
1,395
+343
1573
$48.4K ﹤0.01%
4,875
-5,500
1574
$48.3K ﹤0.01%
1,917
+298
1575
$48.2K ﹤0.01%
273
-4
61 62
63
64 65