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
1576
$48.2K ﹤0.01%
2,500
1577
$48.2K ﹤0.01%
4,417
1578
$48.1K ﹤0.01%
555
+25
1579
$48.1K ﹤0.01%
1,253
-84
1580
$48.1K ﹤0.01%
135
-299
1581
$47.9K ﹤0.01%
232
-3,312
1582
$47.9K ﹤0.01%
441
-163
1583
$47.6K ﹤0.01%
2,133
-15
1584
$47.6K ﹤0.01%
484
+122
1585
$47.6K ﹤0.01%
5,122
1586
$47.4K ﹤0.01%
173
+45
1587
$47.2K ﹤0.01%
844
-202
1588
$46.9K ﹤0.01%
638
-162
1589
$46.8K ﹤0.01%
1,570
+1,100
1590
$46.8K ﹤0.01%
9,575
+1,875
1591
$46.8K ﹤0.01%
2,111
1592
$46.7K ﹤0.01%
136
-155
1593
$46.6K ﹤0.01%
3,555
-40
1594
$46.2K ﹤0.01%
5,439
+3
1595
$46.1K ﹤0.01%
4,797
+4,354
1596
$46K ﹤0.01%
380
-1,128
1597
$45.5K ﹤0.01%
2,430
+16
1598
$45.4K ﹤0.01%
6,005
1599
$45.3K ﹤0.01%
2,000
1600
$45.3K ﹤0.01%
+2,604
62 63
64
65 66