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
1601
$45.2K ﹤0.01%
424
-1,877
1602
$44.9K ﹤0.01%
363
1603
$44.8K ﹤0.01%
761
1604
$44.6K ﹤0.01%
901
-115
1605
$44.6K ﹤0.01%
2,708
+1,352
1606
$44.5K ﹤0.01%
416
-1,159
1607
$44.5K ﹤0.01%
1,907
-6,413
1608
$44.4K ﹤0.01%
446
-175
1609
$44.3K ﹤0.01%
860
1610
$44.3K ﹤0.01%
3,485
1611
$44.3K ﹤0.01%
1,378
1612
$44.2K ﹤0.01%
3,031
1613
$44.2K ﹤0.01%
1,317
1614
$43.9K ﹤0.01%
790
-3,673
1615
$43.8K ﹤0.01%
1,434
1616
$43.7K ﹤0.01%
3,155
+85
1617
$43.6K ﹤0.01%
924
+232
1618
$43.5K ﹤0.01%
1,279
-71
1619
$43.2K ﹤0.01%
2,000
-3,119
1620
$43K ﹤0.01%
492
1621
$42.9K ﹤0.01%
1,382
1622
$42.6K ﹤0.01%
721
+677
1623
$42.5K ﹤0.01%
9,500
1624
$42.1K ﹤0.01%
1,557
-2,816
1625
$41.9K ﹤0.01%
11,000
63 64
65
66 67