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
2351
$7.75K ﹤0.01%
54
2352
$7.74K ﹤0.01%
136
2353
$7.74K ﹤0.01%
310
2354
$7.73K ﹤0.01%
150
2355
$7.72K ﹤0.01%
1,000
+850
2356
$7.72K ﹤0.01%
269
2357
$7.69K ﹤0.01%
1,000
2358
$7.68K ﹤0.01%
251
2359
$7.64K ﹤0.01%
+500
2360
$7.63K ﹤0.01%
401
-341
2361
$7.63K ﹤0.01%
270
2362
$7.62K ﹤0.01%
+191
2363
$7.59K ﹤0.01%
+254
2364
$7.56K ﹤0.01%
+412
2365
$7.55K ﹤0.01%
+160
2366
$7.54K ﹤0.01%
+143
2367
$7.53K ﹤0.01%
620
+113
2368
$7.53K ﹤0.01%
+462
2369
$7.47K ﹤0.01%
260
2370
$7.46K ﹤0.01%
357
-172
2371
$7.43K ﹤0.01%
95
+11
2372
$7.41K ﹤0.01%
106
-322
2373
$7.41K ﹤0.01%
224
-343
2374
$7.4K ﹤0.01%
1,333
+51
2375
$7.38K ﹤0.01%
240
93 94
95
96 97