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
2151
$12.9K ﹤0.01%
216
2152
$12.8K ﹤0.01%
77
-1,964
2153
$12.8K ﹤0.01%
505
+5
2154
$12.8K ﹤0.01%
641
+3
2155
$12.7K ﹤0.01%
356
-2,511
2156
$12.7K ﹤0.01%
+2,000
2157
$12.5K ﹤0.01%
+1,700
2158
$12.5K ﹤0.01%
175
2159
$12.4K ﹤0.01%
390
-200
2160
$12.3K ﹤0.01%
267
2161
$12.3K ﹤0.01%
1,025
2162
$12.2K ﹤0.01%
1,080
2163
$12.2K ﹤0.01%
435
-385
2164
$12.2K ﹤0.01%
86
2165
$12.2K ﹤0.01%
386
2166
$12.1K ﹤0.01%
803
+379
2167
$12.1K ﹤0.01%
1,000
2168
$12.1K ﹤0.01%
220
2169
$12.1K ﹤0.01%
3,700
+300
2170
$12.1K ﹤0.01%
103
2171
$12K ﹤0.01%
156
+60
2172
$12K ﹤0.01%
205
2173
$12K ﹤0.01%
265
2174
$12K ﹤0.01%
222
2175
$12K ﹤0.01%
656
+154
85 86
87
88 89