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
1726
$33.8K ﹤0.01%
3,990
1727
$33.7K ﹤0.01%
382
-637
1728
$33.7K ﹤0.01%
1,245
+213
1729
$33.7K ﹤0.01%
15,800
-104,117
1730
$33.5K ﹤0.01%
1,286
1731
$33.4K ﹤0.01%
4,285
+2,397
1732
$33.2K ﹤0.01%
794
-5,908
1733
$33.1K ﹤0.01%
1,404
1734
$33.1K ﹤0.01%
149
-9
1735
$32.9K ﹤0.01%
1,500
1736
$32.9K ﹤0.01%
965
+277
1737
$32.9K ﹤0.01%
485
+7
1738
$32.5K ﹤0.01%
1,000
1739
$32.5K ﹤0.01%
726
1740
$32.4K ﹤0.01%
1,075
1741
$32.3K ﹤0.01%
1,231
1742
$32.3K ﹤0.01%
3,000
1743
$32.3K ﹤0.01%
778
1744
$32.3K ﹤0.01%
723
-70
1745
$32.2K ﹤0.01%
2,648
+69
1746
$32.1K ﹤0.01%
764
-119
1747
$32K ﹤0.01%
1,342
-148
1748
$31.7K ﹤0.01%
764
+10
1749
$31.6K ﹤0.01%
2,106
+813
1750
$31.6K ﹤0.01%
406
-74
68 69
70
71 72