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
1701
$35.1K ﹤0.01%
2,862
1702
$34.8K ﹤0.01%
202
1703
$34.8K ﹤0.01%
458
+1
1704
$34.7K ﹤0.01%
720
+250
1705
$34.6K ﹤0.01%
764
1706
$34.6K ﹤0.01%
911
+23
1707
$34.6K ﹤0.01%
985
+6
1708
$34.5K ﹤0.01%
352
+62
1709
$34.5K ﹤0.01%
830
+52
1710
$34.5K ﹤0.01%
273
1711
$34.4K ﹤0.01%
1,220
1712
$34.4K ﹤0.01%
519
+119
1713
$34.4K ﹤0.01%
1,686
-312
1714
$34.3K ﹤0.01%
2,605
+211
1715
$34.3K ﹤0.01%
329
+75
1716
$34.2K ﹤0.01%
1,766
-322
1717
$34.2K ﹤0.01%
646
1718
$34.2K ﹤0.01%
347
-25
1719
$34.2K ﹤0.01%
1,621
1720
$34.2K ﹤0.01%
908
+453
1721
$34.2K ﹤0.01%
1,456
-264
1722
$34K ﹤0.01%
1,117
+17
1723
$33.9K ﹤0.01%
984
-417
1724
$33.9K ﹤0.01%
1,010
+300
1725
$33.9K ﹤0.01%
1,595
-1,686
67 68
69
70 71