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
1801
$26.7K ﹤0.01%
546
1802
$26.7K ﹤0.01%
800
1803
$26.6K ﹤0.01%
+1,125
1804
$26.5K ﹤0.01%
409
+202
1805
$26.4K ﹤0.01%
1,000
1806
$26.3K ﹤0.01%
1,291
+1,166
1807
$26.3K ﹤0.01%
3,938
+45
1808
$26.3K ﹤0.01%
2,669
-1,422
1809
$26.2K ﹤0.01%
614
+357
1810
$26.1K ﹤0.01%
2,500
-1,000
1811
$25.8K ﹤0.01%
1,095
1812
$25.8K ﹤0.01%
343
-41
1813
$25.8K ﹤0.01%
8,000
1814
$25.7K ﹤0.01%
498
+112
1815
$25.7K ﹤0.01%
413
-82
1816
$25.6K ﹤0.01%
1,000
1817
$25.5K ﹤0.01%
1,656
-15
1818
$25.5K ﹤0.01%
1,169
+20
1819
$25.4K ﹤0.01%
755
+91
1820
$25.4K ﹤0.01%
726
+9
1821
$25.3K ﹤0.01%
+517
1822
$25.3K ﹤0.01%
787
1823
$25.3K ﹤0.01%
314
-754
1824
$25.3K ﹤0.01%
481
+4
1825
$25.1K ﹤0.01%
750
71 72
73
74 75