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
2326
$8.32K ﹤0.01%
150
2327
$8.31K ﹤0.01%
450
-27
2328
$8.29K ﹤0.01%
+122
2329
$8.27K ﹤0.01%
46
+29
2330
$8.24K ﹤0.01%
125
-120
2331
$8.24K ﹤0.01%
451
-60
2332
$8.22K ﹤0.01%
175
2333
$8.21K ﹤0.01%
1,675
2334
$8.2K ﹤0.01%
1,020
-2,418
2335
$8.19K ﹤0.01%
136
+5
2336
$8.14K ﹤0.01%
41
2337
$8.13K ﹤0.01%
150
2338
$8.08K ﹤0.01%
1,823
2339
$8.08K ﹤0.01%
1,200
2340
$8.02K ﹤0.01%
250
2341
$7.98K ﹤0.01%
1,000
2342
$7.94K ﹤0.01%
374
2343
$7.94K ﹤0.01%
600
2344
$7.85K ﹤0.01%
472
+8
2345
$7.85K ﹤0.01%
307
2346
$7.84K ﹤0.01%
+126
2347
$7.82K ﹤0.01%
457
+256
2348
$7.8K ﹤0.01%
355
+283
2349
$7.78K ﹤0.01%
327
-10,753
2350
$7.76K ﹤0.01%
452
92 93
94
95 96