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
2026
$16.6K ﹤0.01%
3,800
2027
$16.6K ﹤0.01%
816
-3,934
2028
$16.6K ﹤0.01%
61
+1
2029
$16.6K ﹤0.01%
526
+106
2030
$16.5K ﹤0.01%
1,231
2031
$16.5K ﹤0.01%
824
-123
2032
$16.5K ﹤0.01%
1,520
2033
$16.5K ﹤0.01%
+605
2034
$16.4K ﹤0.01%
353
2035
$16.4K ﹤0.01%
221
+3
2036
$16.3K ﹤0.01%
523
-1,212
2037
$16.3K ﹤0.01%
+714
2038
$16.3K ﹤0.01%
+232
2039
$16.2K ﹤0.01%
207
-12
2040
$16.2K ﹤0.01%
2,500
2041
$16.2K ﹤0.01%
184
+66
2042
$16.2K ﹤0.01%
130
-10
2043
$16.1K ﹤0.01%
43
+32
2044
$16K ﹤0.01%
700
2045
$15.9K ﹤0.01%
554
-1,488
2046
$15.9K ﹤0.01%
254
-184
2047
$15.8K ﹤0.01%
1,101
+1,100
2048
$15.8K ﹤0.01%
448
-166
2049
$15.8K ﹤0.01%
277
+7
2050
$15.8K ﹤0.01%
215
-215
80 81
82
83 84