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
1826
$25K ﹤0.01%
+2,197
1827
$25K ﹤0.01%
29,944
+28,518
1828
$24.9K ﹤0.01%
702
1829
$24.8K ﹤0.01%
1,000
-126
1830
$24.8K ﹤0.01%
1,449
-92,374
1831
$24.8K ﹤0.01%
+1,000
1832
$24.7K ﹤0.01%
665
1833
$24.7K ﹤0.01%
378
+364
1834
$24.7K ﹤0.01%
2,604
+548
1835
$24.7K ﹤0.01%
3,000
1836
$24.5K ﹤0.01%
2,269
-176
1837
$24.4K ﹤0.01%
358
+100
1838
$24.4K ﹤0.01%
2,074
1839
$24.4K ﹤0.01%
1,256
-541
1840
$24.4K ﹤0.01%
1,000
-144
1841
$24.3K ﹤0.01%
181
+25
1842
$24.2K ﹤0.01%
335
1843
$24.1K ﹤0.01%
1,010
1844
$24.1K ﹤0.01%
323
-2
1845
$24K ﹤0.01%
287
-6,267
1846
$23.9K ﹤0.01%
491
-1,926
1847
$23.8K ﹤0.01%
378
-864
1848
$23.8K ﹤0.01%
1,635
1849
$23.7K ﹤0.01%
+4,888
1850
$23.7K ﹤0.01%
440
-27
72 73
74
75 76