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
151
$2.95M 0.13%
15,611
+941
152
$2.93M 0.13%
183,496
-85
153
$2.92M 0.13%
59,114
-67
154
$2.9M 0.13%
82,992
-11,992
155
$2.9M 0.13%
54,453
-15,561
156
$2.9M 0.13%
18,853
+711
157
$2.9M 0.13%
13,915
+430
158
$2.9M 0.13%
51,722
-4,013
159
$2.89M 0.13%
37,034
+4,785
160
$2.88M 0.13%
58,359
+6,984
161
$2.84M 0.13%
13,956
+2,606
162
$2.84M 0.13%
77,491
-18,220
163
$2.82M 0.13%
165,588
+3,592
164
$2.81M 0.13%
47,740
-5,725
165
$2.81M 0.13%
52,208
-7,483
166
$2.77M 0.12%
71,516
+69,697
167
$2.75M 0.12%
18,670
-3,867
168
$2.75M 0.12%
182,756
+28,463
169
$2.74M 0.12%
78,717
-116,088
170
$2.72M 0.12%
13,063
-898
171
$2.67M 0.12%
48,713
+20,745
172
$2.67M 0.12%
90,396
-4,150
173
$2.67M 0.12%
111,322
+6,438
174
$2.64M 0.12%
104,183
+18,213
175
$2.64M 0.12%
152,517
+147,017
5 6
7
8 9