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
1926
$20.9K ﹤0.01%
156
-110
1927
$20.8K ﹤0.01%
172
-671
1928
$20.7K ﹤0.01%
1,310
-601
1929
$20.7K ﹤0.01%
2,150
1930
$20.6K ﹤0.01%
8,000
+1,000
1931
$20.6K ﹤0.01%
708
1932
$20.6K ﹤0.01%
900
+887
1933
$20.6K ﹤0.01%
620
-476
1934
$20.5K ﹤0.01%
639
-122
1935
$20.5K ﹤0.01%
127
-18
1936
$20.4K ﹤0.01%
292
-241
1937
$20.4K ﹤0.01%
269
+200
1938
$20.4K ﹤0.01%
978
+118
1939
$20.3K ﹤0.01%
1,170
-34
1940
$20.3K ﹤0.01%
1,069
-1,405
1941
$20.3K ﹤0.01%
260
1942
$20.2K ﹤0.01%
808
+9
1943
$20.2K ﹤0.01%
201
1944
$20.1K ﹤0.01%
1,185
-36,973
1945
$20.1K ﹤0.01%
888
+24
1946
$20.1K ﹤0.01%
248
+34
1947
$20.1K ﹤0.01%
700
1948
$20K ﹤0.01%
1,334
+465
1949
$19.9K ﹤0.01%
1,271
-2,064
1950
$19.8K ﹤0.01%
119
+30
76 77
78
79 80