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
1651
$39.4K ﹤0.01%
3,041
+41
1652
$39.4K ﹤0.01%
1,274
-500
1653
$39.2K ﹤0.01%
3,400
+1,600
1654
$39.1K ﹤0.01%
1,245
-1,143
1655
$39.1K ﹤0.01%
805
-554
1656
$39K ﹤0.01%
+784
1657
$38.8K ﹤0.01%
750
1658
$38.7K ﹤0.01%
+2,050
1659
$38.6K ﹤0.01%
1,328
-1,035
1660
$38.6K ﹤0.01%
619
-49
1661
$38.6K ﹤0.01%
655
1662
$38.6K ﹤0.01%
801
-262
1663
$38.5K ﹤0.01%
1,500
-6,812
1664
$38.5K ﹤0.01%
902
-37
1665
$38.4K ﹤0.01%
+1,911
1666
$38.2K ﹤0.01%
9,799
-1
1667
$38.2K ﹤0.01%
2,000
1668
$38.1K ﹤0.01%
4,045
1669
$38K ﹤0.01%
2,290
-56
1670
$37.8K ﹤0.01%
569
-1,062
1671
$37.7K ﹤0.01%
784
-228
1672
$37.7K ﹤0.01%
4,762
-3,384
1673
$37.6K ﹤0.01%
823
+482
1674
$37.4K ﹤0.01%
549
+25
1675
$37.4K ﹤0.01%
1,200
65 66
67
68 69