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
1776
$29.1K ﹤0.01%
+1,126
1777
$28.7K ﹤0.01%
2,891
1778
$28.7K ﹤0.01%
8,518
-6,698
1779
$28.7K ﹤0.01%
1,095
+71
1780
$28.6K ﹤0.01%
790
1781
$28.4K ﹤0.01%
+1,000
1782
$28.4K ﹤0.01%
674
-320
1783
$28.2K ﹤0.01%
660
1784
$28.2K ﹤0.01%
3,079
+503
1785
$28.1K ﹤0.01%
370
1786
$28K ﹤0.01%
1,677
-347
1787
$27.8K ﹤0.01%
3,216
1788
$27.7K ﹤0.01%
552
-24
1789
$27.7K ﹤0.01%
6,805
1790
$27.7K ﹤0.01%
1,124
-325
1791
$27.6K ﹤0.01%
1,435
-450
1792
$27.4K ﹤0.01%
150
-208
1793
$27.2K ﹤0.01%
250
-12
1794
$27.2K ﹤0.01%
6,875
-31,129
1795
$27.1K ﹤0.01%
760
-248
1796
$27.1K ﹤0.01%
2,100
+39
1797
$27K ﹤0.01%
3,394
-227
1798
$27K ﹤0.01%
584
-2,000
1799
$26.8K ﹤0.01%
602
+77
1800
$26.8K ﹤0.01%
3,128
-1,254
70 71
72
73 74