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
201
$2.36M 0.11%
4,874
+859
202
$2.36M 0.11%
104,774
-1,557
203
$2.35M 0.11%
25,141
-3,601
204
$2.35M 0.11%
28,270
-4,550
205
$2.33M 0.1%
212,928
+7,752
206
$2.33M 0.1%
58,487
+11,985
207
$2.27M 0.1%
116,951
-12,302
208
$2.26M 0.1%
20,995
-6,221
209
$2.26M 0.1%
13,783
+1,001
210
$2.24M 0.1%
58,384
+4,174
211
$2.22M 0.1%
25,124
-473
212
$2.21M 0.1%
8,679
-927
213
$2.16M 0.1%
22,262
+210
214
$2.15M 0.1%
121,580
+17,563
215
$2.15M 0.1%
48,129
+12,115
216
$2.14M 0.1%
37,475
-18,900
217
$2.14M 0.1%
29,761
+13,520
218
$2.14M 0.1%
133,743
-987
219
$2.12M 0.1%
42,214
-9,306
220
$2.1M 0.09%
52,909
+11,290
221
$2.08M 0.09%
20,249
-3,250
222
$2.07M 0.09%
13,000
-2,554
223
$2.06M 0.09%
100,398
-37,361
224
$2.06M 0.09%
59,345
+3,552
225
$2.06M 0.09%
42,073
-55,127
7 8
9
10 11