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
176
$2.63M 0.12%
10,917
-253
177
$2.62M 0.12%
53,596
-2,260
178
$2.6M 0.12%
71,505
+4,590
179
$2.6M 0.12%
106,271
+21,857
180
$2.57M 0.12%
52,636
+7,916
181
$2.56M 0.12%
37,743
+1,671
182
$2.55M 0.11%
65,079
-34,879
183
$2.54M 0.11%
28,929
+8,354
184
$2.53M 0.11%
51,047
+4,498
185
$2.52M 0.11%
5,676
+708
186
$2.52M 0.11%
40,862
+209
187
$2.51M 0.11%
30,438
-21,431
188
$2.51M 0.11%
74,732
+2,851
189
$2.5M 0.11%
30,920
-20,515
190
$2.5M 0.11%
91,172
+19,903
191
$2.49M 0.11%
34,441
-3,632
192
$2.47M 0.11%
78,550
-13,798
193
$2.45M 0.11%
85,146
+2,768
194
$2.45M 0.11%
55,290
-5,275
195
$2.45M 0.11%
85,233
+5,072
196
$2.45M 0.11%
26,088
+101
197
$2.41M 0.11%
104,212
-10,530
198
$2.37M 0.11%
47,071
+27,900
199
$2.37M 0.11%
26,655
-3,094
200
$2.36M 0.11%
40,186
+2,853
6 7
8
9 10