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
1676
$37.3K ﹤0.01%
1,140
-700
1677
$37.1K ﹤0.01%
329
1678
$37K ﹤0.01%
359
-41
1679
$36.7K ﹤0.01%
84
+35
1680
$36.7K ﹤0.01%
1,727
1681
$36.5K ﹤0.01%
494
+230
1682
$36.5K ﹤0.01%
200
1683
$36.5K ﹤0.01%
502
+452
1684
$36.5K ﹤0.01%
2,191
-483
1685
$36.4K ﹤0.01%
8,010
1686
$36.4K ﹤0.01%
290
+7
1687
$36.3K ﹤0.01%
3,336
1688
$36.3K ﹤0.01%
526
+50
1689
$36K ﹤0.01%
4,130
1690
$35.9K ﹤0.01%
1,857
-4,216
1691
$35.9K ﹤0.01%
729
-258
1692
$35.9K ﹤0.01%
1,769
1693
$35.9K ﹤0.01%
5,587
1694
$35.8K ﹤0.01%
880
1695
$35.8K ﹤0.01%
710
-580
1696
$35.6K ﹤0.01%
641
1697
$35.5K ﹤0.01%
778
-400
1698
$35.4K ﹤0.01%
+1,145
1699
$35.2K ﹤0.01%
100,000
1700
$35.2K ﹤0.01%
2,500
-500
66 67
68
69 70