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
2201
$11.4K ﹤0.01%
757
2202
$11.3K ﹤0.01%
166
2203
$11.3K ﹤0.01%
2,420
+506
2204
$11.3K ﹤0.01%
660
2205
$11.2K ﹤0.01%
68
-22
2206
$11.2K ﹤0.01%
160
-265
2207
$11.2K ﹤0.01%
1,596
+808
2208
$11.2K ﹤0.01%
340
+259
2209
$11.2K ﹤0.01%
1,731
-3,000
2210
$11.2K ﹤0.01%
1,115
2211
$11.1K ﹤0.01%
200
-16
2212
$11.1K ﹤0.01%
1,200
2213
$11.1K ﹤0.01%
827
2214
$11K ﹤0.01%
376
2215
$11K ﹤0.01%
199
+89
2216
$11K ﹤0.01%
+1,035
2217
$11K ﹤0.01%
56
+43
2218
$11K ﹤0.01%
55
-131
2219
$10.9K ﹤0.01%
200
2220
$10.8K ﹤0.01%
184
+3
2221
$10.8K ﹤0.01%
240
2222
$10.8K ﹤0.01%
63
-49
2223
$10.8K ﹤0.01%
509
-195
2224
$10.8K ﹤0.01%
+66
2225
$10.8K ﹤0.01%
108
+68
87 88
89
90 91