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
1876
$22.6K ﹤0.01%
135
-3
1877
$22.6K ﹤0.01%
548
+168
1878
$22.6K ﹤0.01%
1,216
-222
1879
$22.6K ﹤0.01%
2,000
1880
$22.5K ﹤0.01%
6,022
-950
1881
$22.5K ﹤0.01%
746
-541
1882
$22.4K ﹤0.01%
1,118
+4
1883
$22.4K ﹤0.01%
+425
1884
$22.4K ﹤0.01%
575
-121
1885
$22.3K ﹤0.01%
740
-300
1886
$22.3K ﹤0.01%
+538
1887
$22.3K ﹤0.01%
7,278
-965
1888
$22.2K ﹤0.01%
222
-857
1889
$22.2K ﹤0.01%
1,453
+8
1890
$22.1K ﹤0.01%
1,038
+17
1891
$22K ﹤0.01%
3,045
+455
1892
$22K ﹤0.01%
683
-38,073
1893
$22K ﹤0.01%
326
-605
1894
$22K ﹤0.01%
1,302
-250
1895
$21.9K ﹤0.01%
446
1896
$21.9K ﹤0.01%
+1,089
1897
$21.9K ﹤0.01%
1,190
1898
$21.9K ﹤0.01%
697
-61
1899
$21.8K ﹤0.01%
439
+1
1900
$21.8K ﹤0.01%
2,128
74 75
76
77 78