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
2226
$10.8K ﹤0.01%
2,000
+1,000
2227
$10.7K ﹤0.01%
125
-241
2228
$10.7K ﹤0.01%
207
+3
2229
$10.6K ﹤0.01%
91
-6
2230
$10.6K ﹤0.01%
85
-15
2231
$10.6K ﹤0.01%
52
+10
2232
$10.6K ﹤0.01%
690
-19
2233
$10.6K ﹤0.01%
483
+435
2234
$10.5K ﹤0.01%
+180
2235
$10.5K ﹤0.01%
200
+3
2236
$10.4K ﹤0.01%
419
+315
2237
$10.4K ﹤0.01%
+206
2238
$10.4K ﹤0.01%
410
2239
$10.4K ﹤0.01%
240
+39
2240
$10.4K ﹤0.01%
925
2241
$10.3K ﹤0.01%
207
+32
2242
$10.3K ﹤0.01%
683
-466
2243
$10.3K ﹤0.01%
210
2244
$10.2K ﹤0.01%
558
2245
$10.2K ﹤0.01%
1,487
+50
2246
$10.2K ﹤0.01%
114
-1,203
2247
$10.2K ﹤0.01%
150
2248
$10.2K ﹤0.01%
70
+19
2249
$10.1K ﹤0.01%
1,990
-1,300
2250
$10.1K ﹤0.01%
650
88 89
90
91 92