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
2276
$9.36K ﹤0.01%
200
2277
$9.34K ﹤0.01%
2,081
+2,000
2278
$9.24K ﹤0.01%
203
-8
2279
$9.24K ﹤0.01%
122
2280
$9.24K ﹤0.01%
246
2281
$9.2K ﹤0.01%
425
-545
2282
$9.2K ﹤0.01%
1,500
2283
$9.17K ﹤0.01%
305
+150
2284
$9.16K ﹤0.01%
413
-33
2285
$9.11K ﹤0.01%
1,083
2286
$9.09K ﹤0.01%
+422
2287
$9.08K ﹤0.01%
96
+31
2288
$9.08K ﹤0.01%
1,549
-1,451
2289
$9.04K ﹤0.01%
182
+144
2290
$9.03K ﹤0.01%
563
2291
$9.02K ﹤0.01%
611
2292
$8.98K ﹤0.01%
135
-1,341
2293
$8.93K ﹤0.01%
206
2294
$8.9K ﹤0.01%
488
-735
2295
$8.9K ﹤0.01%
105
-3
2296
$8.86K ﹤0.01%
1,754
-609
2297
$8.85K ﹤0.01%
187
2298
$8.85K ﹤0.01%
63
+13
2299
$8.84K ﹤0.01%
381
2300
$8.79K ﹤0.01%
116
+114
90 91
92
93 94