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
1951
$19.8K ﹤0.01%
265
-1,452
1952
$19.8K ﹤0.01%
+236
1953
$19.8K ﹤0.01%
416
-174
1954
$19.8K ﹤0.01%
300
-197
1955
$19.7K ﹤0.01%
1,206
+400
1956
$19.7K ﹤0.01%
234
-30
1957
$19.7K ﹤0.01%
897
1958
$19.6K ﹤0.01%
447
+370
1959
$19.6K ﹤0.01%
498
-2
1960
$19.5K ﹤0.01%
732
-102
1961
$19.5K ﹤0.01%
277
1962
$19.5K ﹤0.01%
455
-12
1963
$19.5K ﹤0.01%
412
1964
$19.4K ﹤0.01%
1,206
-11,452
1965
$19.4K ﹤0.01%
128
-28
1966
$19.4K ﹤0.01%
1,616
1967
$19.4K ﹤0.01%
623
1968
$19.3K ﹤0.01%
573
-8
1969
$19.3K ﹤0.01%
5,758
+98
1970
$19.2K ﹤0.01%
513
1971
$19.1K ﹤0.01%
1,009
1972
$19.1K ﹤0.01%
300
1973
$18.9K ﹤0.01%
2,300
1974
$18.7K ﹤0.01%
524
-476
1975
$18.6K ﹤0.01%
2,478
+1,044
77 78
79
80 81