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
2301
$8.79K ﹤0.01%
203
-469
2302
$8.77K ﹤0.01%
+410
2303
$8.74K ﹤0.01%
54
2304
$8.74K ﹤0.01%
530
-300
2305
$8.74K ﹤0.01%
399
+100
2306
$8.72K ﹤0.01%
500
2307
$8.69K ﹤0.01%
1,325
-260
2308
$8.67K ﹤0.01%
37
2309
$8.66K ﹤0.01%
271
+158
2310
$8.66K ﹤0.01%
160
+100
2311
$8.66K ﹤0.01%
210
-1,221
2312
$8.63K ﹤0.01%
300
2313
$8.61K ﹤0.01%
112
+23
2314
$8.61K ﹤0.01%
348
+89
2315
$8.56K ﹤0.01%
600
+200
2316
$8.55K ﹤0.01%
215
-915
2317
$8.52K ﹤0.01%
238
-654
2318
$8.48K ﹤0.01%
130
2319
$8.47K ﹤0.01%
99
+88
2320
$8.46K ﹤0.01%
157
2321
$8.36K ﹤0.01%
302
-32
2322
$8.36K ﹤0.01%
71
+63
2323
$8.36K ﹤0.01%
185
+1
2324
$8.35K ﹤0.01%
1,000
-250
2325
$8.33K ﹤0.01%
169
+46
91 92
93
94 95