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
2076
$15.1K ﹤0.01%
725
2077
$15K ﹤0.01%
632
+63
2078
$15K ﹤0.01%
430
+30
2079
$15K ﹤0.01%
2,369
+2,000
2080
$15K ﹤0.01%
158
+39
2081
$14.9K ﹤0.01%
224
-43
2082
$14.9K ﹤0.01%
534
2083
$14.8K ﹤0.01%
489
-523
2084
$14.8K ﹤0.01%
212
-466
2085
$14.8K ﹤0.01%
505
2086
$14.8K ﹤0.01%
468
+7
2087
$14.8K ﹤0.01%
61
+3
2088
$14.7K ﹤0.01%
375
2089
$14.7K ﹤0.01%
108
+8
2090
$14.7K ﹤0.01%
465
-173
2091
$14.7K ﹤0.01%
2,376
+1,319
2092
$14.6K ﹤0.01%
109
+19
2093
$14.6K ﹤0.01%
338
-64
2094
$14.6K ﹤0.01%
300
-378
2095
$14.6K ﹤0.01%
190
2096
$14.6K ﹤0.01%
489
+10
2097
$14.6K ﹤0.01%
+2,000
2098
$14.6K ﹤0.01%
210
-36
2099
$14.5K ﹤0.01%
500
2100
$14.5K ﹤0.01%
12,500
+3,100
82 83
84
85 86