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
1626
$41.9K ﹤0.01%
322
-5
1627
$41.9K ﹤0.01%
1,019
+650
1628
$41.8K ﹤0.01%
438
+8
1629
$41.7K ﹤0.01%
484
-1,160
1630
$41.7K ﹤0.01%
712
+334
1631
$41.7K ﹤0.01%
15,000
1632
$41.7K ﹤0.01%
690
-23
1633
$41.6K ﹤0.01%
10,000
1634
$41.5K ﹤0.01%
1,311
+162
1635
$41.4K ﹤0.01%
+914
1636
$41.4K ﹤0.01%
171
+101
1637
$41.4K ﹤0.01%
2,629
1638
$40.9K ﹤0.01%
1,575
-1,055
1639
$40.9K ﹤0.01%
970
-117
1640
$40.7K ﹤0.01%
10,828
-137
1641
$40.6K ﹤0.01%
450
1642
$40.4K ﹤0.01%
894
-12,282
1643
$40.2K ﹤0.01%
719
-14,445
1644
$40.2K ﹤0.01%
1,221
+89
1645
$40.1K ﹤0.01%
5,293
1646
$40.1K ﹤0.01%
815
1647
$40K ﹤0.01%
474
-358
1648
$40K ﹤0.01%
1,225
1649
$39.9K ﹤0.01%
1,737
+11
1650
$39.9K ﹤0.01%
1,306
-138
64 65
66
67 68