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
2376
$7.38K ﹤0.01%
+227
2377
$7.34K ﹤0.01%
400
+275
2378
$7.34K ﹤0.01%
46
+1
2379
$7.31K ﹤0.01%
400
2380
$7.26K ﹤0.01%
+662
2381
$7.26K ﹤0.01%
600
-770
2382
$7.25K ﹤0.01%
115
-384
2383
$7.23K ﹤0.01%
223
-434
2384
$7.22K ﹤0.01%
450
2385
$7.19K ﹤0.01%
+96
2386
$7.17K ﹤0.01%
88
+81
2387
$7.16K ﹤0.01%
91
2388
$7.15K ﹤0.01%
723
2389
$7.14K ﹤0.01%
+186
2390
$7.14K ﹤0.01%
180
+1
2391
$7.12K ﹤0.01%
3,360
2392
$7.12K ﹤0.01%
1,130
2393
$7.1K ﹤0.01%
+74
2394
$7.09K ﹤0.01%
506
2395
$7.07K ﹤0.01%
83
+50
2396
$7.04K ﹤0.01%
718
2397
$7.02K ﹤0.01%
900
2398
$7K ﹤0.01%
110
-20
2399
$6.96K ﹤0.01%
330
-512
2400
$6.91K ﹤0.01%
67
94 95
96
97 98