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
2101
$14.5K ﹤0.01%
1,000
2102
$14.4K ﹤0.01%
246
2103
$14.4K ﹤0.01%
550
2104
$14.4K ﹤0.01%
317
-82
2105
$14.3K ﹤0.01%
151
-42
2106
$14.3K ﹤0.01%
+809
2107
$14.2K ﹤0.01%
445
+60
2108
$14.2K ﹤0.01%
1,345
-22,162
2109
$14.2K ﹤0.01%
1,385
-1,386
2110
$14.1K ﹤0.01%
412
-451
2111
$14.1K ﹤0.01%
192
-20
2112
$14.1K ﹤0.01%
476
+472
2113
$14.1K ﹤0.01%
167
+5
2114
$14K ﹤0.01%
655
2115
$13.9K ﹤0.01%
536
2116
$13.9K ﹤0.01%
542
2117
$13.8K ﹤0.01%
2,489
+61
2118
$13.7K ﹤0.01%
346
+5
2119
$13.7K ﹤0.01%
405
-238
2120
$13.7K ﹤0.01%
516
-35
2121
$13.7K ﹤0.01%
344
2122
$13.7K ﹤0.01%
470
-558
2123
$13.6K ﹤0.01%
+1,652
2124
$13.5K ﹤0.01%
403
-9,223
2125
$13.5K ﹤0.01%
202
83 84
85
86 87