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
1751
$31.5K ﹤0.01%
741
-15
1752
$31.5K ﹤0.01%
3,538
-3,659
1753
$31.5K ﹤0.01%
462
-16
1754
$31.5K ﹤0.01%
500
1755
$31.2K ﹤0.01%
318
-43
1756
$31.2K ﹤0.01%
1,942
-7
1757
$31.2K ﹤0.01%
2,236
-377
1758
$31K ﹤0.01%
735
-39
1759
$30.7K ﹤0.01%
74
-26
1760
$30.5K ﹤0.01%
870
+392
1761
$30.4K ﹤0.01%
705
-933
1762
$30.3K ﹤0.01%
+1,200
1763
$30.3K ﹤0.01%
500
1764
$30.3K ﹤0.01%
1,339
1765
$30.2K ﹤0.01%
712
+50
1766
$29.9K ﹤0.01%
609
-1,319
1767
$29.9K ﹤0.01%
1,119
1768
$29.9K ﹤0.01%
1,825
1769
$29.9K ﹤0.01%
1,500
1770
$29.8K ﹤0.01%
304
+118
1771
$29.7K ﹤0.01%
638
1772
$29.6K ﹤0.01%
552
+195
1773
$29.3K ﹤0.01%
1,027
-552
1774
$29.3K ﹤0.01%
660
1775
$29.2K ﹤0.01%
1,215
69 70
71
72 73