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
1976
$18.6K ﹤0.01%
333
-318
1977
$18.5K ﹤0.01%
114
1978
$18.5K ﹤0.01%
338
+167
1979
$18.5K ﹤0.01%
1,684
+162
1980
$18.5K ﹤0.01%
587
+504
1981
$18.4K ﹤0.01%
219
+28
1982
$18.4K ﹤0.01%
1,141
+373
1983
$18.4K ﹤0.01%
+500
1984
$18.3K ﹤0.01%
318
-5,374
1985
$18.2K ﹤0.01%
30
-6
1986
$18.2K ﹤0.01%
1,065
-74
1987
$18.2K ﹤0.01%
+811
1988
$18.1K ﹤0.01%
428
-67
1989
$18K ﹤0.01%
272
1990
$18K ﹤0.01%
491
-800
1991
$17.9K ﹤0.01%
845
+4
1992
$17.9K ﹤0.01%
138
-678
1993
$17.9K ﹤0.01%
1,979
+49
1994
$17.9K ﹤0.01%
422
1995
$17.6K ﹤0.01%
444
+33
1996
$17.6K ﹤0.01%
1,123
+295
1997
$17.6K ﹤0.01%
235
1998
$17.6K ﹤0.01%
263
+151
1999
$17.5K ﹤0.01%
862
2000
$17.5K ﹤0.01%
445
+24
78 79
80
81 82