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
2176
$11.9K ﹤0.01%
624
-31,336
2177
$11.9K ﹤0.01%
2,420
2178
$11.9K ﹤0.01%
554
+5
2179
$11.9K ﹤0.01%
1,000
-50
2180
$11.8K ﹤0.01%
+4,000
2181
$11.8K ﹤0.01%
283
2182
$11.8K ﹤0.01%
353
2183
$11.8K ﹤0.01%
432
+4
2184
$11.8K ﹤0.01%
75
2185
$11.8K ﹤0.01%
5,825
2186
$11.7K ﹤0.01%
1,807
-170
2187
$11.7K ﹤0.01%
308
2188
$11.7K ﹤0.01%
211
-919
2189
$11.7K ﹤0.01%
92
-33
2190
$11.7K ﹤0.01%
347
+25
2191
$11.6K ﹤0.01%
1,141
-707
2192
$11.6K ﹤0.01%
171
2193
$11.5K ﹤0.01%
118
2194
$11.5K ﹤0.01%
90
2195
$11.5K ﹤0.01%
311
-25
2196
$11.5K ﹤0.01%
481
2197
$11.5K ﹤0.01%
410
-3,565
2198
$11.5K ﹤0.01%
479
-164
2199
$11.4K ﹤0.01%
423
2200
$11.4K ﹤0.01%
610
-1,174
86 87
88
89 90