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
1851
$23.7K ﹤0.01%
818
1852
$23.6K ﹤0.01%
5,005
1853
$23.5K ﹤0.01%
296
+172
1854
$23.5K ﹤0.01%
650
+600
1855
$23.5K ﹤0.01%
2,750
-408
1856
$23.5K ﹤0.01%
3,242
+1,798
1857
$23.5K ﹤0.01%
2,860
-200
1858
$23.5K ﹤0.01%
710
-1,796
1859
$23.4K ﹤0.01%
147
-36
1860
$23.4K ﹤0.01%
607
-3,474
1861
$23.3K ﹤0.01%
430
1862
$23.3K ﹤0.01%
62
+22
1863
$23.2K ﹤0.01%
382
+142
1864
$23.1K ﹤0.01%
448
-410
1865
$23.1K ﹤0.01%
1,260
-2,203
1866
$23K ﹤0.01%
1,307
1867
$23K ﹤0.01%
1,100
1868
$22.9K ﹤0.01%
963
+179
1869
$22.8K ﹤0.01%
419
+50
1870
$22.8K ﹤0.01%
216
1871
$22.7K ﹤0.01%
801
1872
$22.7K ﹤0.01%
1,270
-768
1873
$22.7K ﹤0.01%
846
1874
$22.7K ﹤0.01%
382
1875
$22.7K ﹤0.01%
1,222
+467
73 74
75
76 77