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
2126
$13.5K ﹤0.01%
341
-539
2127
$13.5K ﹤0.01%
851
2128
$13.5K ﹤0.01%
335
2129
$13.5K ﹤0.01%
179
+54
2130
$13.4K ﹤0.01%
1,027
+927
2131
$13.4K ﹤0.01%
1,630
2132
$13.4K ﹤0.01%
29
-1,757
2133
$13.4K ﹤0.01%
+2,100
2134
$13.4K ﹤0.01%
167
+121
2135
$13.3K ﹤0.01%
527
2136
$13.3K ﹤0.01%
500
2137
$13.3K ﹤0.01%
129
+1
2138
$13.3K ﹤0.01%
147
-600
2139
$13.3K ﹤0.01%
341
2140
$13.3K ﹤0.01%
836
-578
2141
$13.3K ﹤0.01%
155
-8,096
2142
$13.2K ﹤0.01%
274
2143
$13.2K ﹤0.01%
1,139
-63
2144
$13.2K ﹤0.01%
137
-43
2145
$13.1K ﹤0.01%
+500
2146
$13.1K ﹤0.01%
2,000
2147
$13.1K ﹤0.01%
260
+118
2148
$13K ﹤0.01%
404
2149
$13K ﹤0.01%
55
-11
2150
$12.9K ﹤0.01%
69
-122
84 85
86
87 88