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
2251
$10.1K ﹤0.01%
164
2252
$10K ﹤0.01%
1,038
-3,907
2253
$9.99K ﹤0.01%
750
2254
$9.9K ﹤0.01%
221
2255
$9.88K ﹤0.01%
496
2256
$9.82K ﹤0.01%
61
-378
2257
$9.8K ﹤0.01%
277
-226
2258
$9.8K ﹤0.01%
362
-200
2259
$9.78K ﹤0.01%
370
2260
$9.77K ﹤0.01%
214
2261
$9.71K ﹤0.01%
222
+170
2262
$9.71K ﹤0.01%
566
-1,003
2263
$9.7K ﹤0.01%
82
-170
2264
$9.69K ﹤0.01%
650
2265
$9.69K ﹤0.01%
215
-21
2266
$9.66K ﹤0.01%
252
+144
2267
$9.65K ﹤0.01%
305
2268
$9.61K ﹤0.01%
1,000
2269
$9.56K ﹤0.01%
101
+54
2270
$9.53K ﹤0.01%
178
-46
2271
$9.49K ﹤0.01%
900
+5
2272
$9.45K ﹤0.01%
596
2273
$9.41K ﹤0.01%
363
+8
2274
$9.41K ﹤0.01%
339
2275
$9.37K ﹤0.01%
+159
89 90
91
92 93