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
2001
$17.5K ﹤0.01%
197
+88
2002
$17.4K ﹤0.01%
1,350
2003
$17.4K ﹤0.01%
387
-3
2004
$17.4K ﹤0.01%
529
+107
2005
$17.3K ﹤0.01%
640
2006
$17.2K ﹤0.01%
216
2007
$17.2K ﹤0.01%
2,000
2008
$17.2K ﹤0.01%
275
-8
2009
$17.2K ﹤0.01%
1,242
2010
$17.1K ﹤0.01%
50
2011
$17.1K ﹤0.01%
625
+250
2012
$17.1K ﹤0.01%
129
+15
2013
$16.9K ﹤0.01%
75
2014
$16.9K ﹤0.01%
1,154
-60
2015
$16.9K ﹤0.01%
+337
2016
$16.9K ﹤0.01%
961
2017
$16.9K ﹤0.01%
500
2018
$16.9K ﹤0.01%
1,250
2019
$16.8K ﹤0.01%
509
-73
2020
$16.8K ﹤0.01%
285
+45
2021
$16.8K ﹤0.01%
903
-1,066
2022
$16.8K ﹤0.01%
246
+85
2023
$16.8K ﹤0.01%
2,833
+190
2024
$16.7K ﹤0.01%
968
2025
$16.6K ﹤0.01%
451
+8
79 80
81
82 83