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
1901
$21.8K ﹤0.01%
454
+2
1902
$21.7K ﹤0.01%
342
-529
1903
$21.7K ﹤0.01%
2,243
1904
$21.7K ﹤0.01%
646
+7
1905
$21.7K ﹤0.01%
721
+11
1906
$21.7K ﹤0.01%
108
-11
1907
$21.6K ﹤0.01%
224
1908
$21.5K ﹤0.01%
300
-1
1909
$21.5K ﹤0.01%
425
+3
1910
$21.4K ﹤0.01%
540
+240
1911
$21.4K ﹤0.01%
252
+37
1912
$21.4K ﹤0.01%
645
-21
1913
$21.4K ﹤0.01%
500
-1
1914
$21.4K ﹤0.01%
2,190
-400
1915
$21.3K ﹤0.01%
131
1916
$21.3K ﹤0.01%
695
1917
$21.2K ﹤0.01%
571
1918
$21.2K ﹤0.01%
653
-2
1919
$21.2K ﹤0.01%
1,000
1920
$21.1K ﹤0.01%
198
+101
1921
$21.1K ﹤0.01%
612
-15,723
1922
$21.1K ﹤0.01%
256
1923
$21K ﹤0.01%
1,120
1924
$21K ﹤0.01%
517
-949
1925
$20.9K ﹤0.01%
1,225
75 76
77
78 79