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
2401
$6.91K ﹤0.01%
65
2402
$6.89K ﹤0.01%
1,800
-500
2403
$6.89K ﹤0.01%
317
+16
2404
$6.84K ﹤0.01%
+400
2405
$6.79K ﹤0.01%
505
2406
$6.74K ﹤0.01%
+287
2407
$6.72K ﹤0.01%
+423
2408
$6.65K ﹤0.01%
120
-4
2409
$6.64K ﹤0.01%
236
-3,192
2410
$6.62K ﹤0.01%
1,606
-710
2411
$6.61K ﹤0.01%
+675
2412
$6.57K ﹤0.01%
160
2413
$6.55K ﹤0.01%
728
2414
$6.47K ﹤0.01%
350
-2,108
2415
$6.46K ﹤0.01%
761
+209
2416
$6.43K ﹤0.01%
100
2417
$6.43K ﹤0.01%
182
+28
2418
$6.42K ﹤0.01%
90
+1
2419
$6.39K ﹤0.01%
200
2420
$6.36K ﹤0.01%
63
-20
2421
$6.3K ﹤0.01%
52
2422
$6.29K ﹤0.01%
262
+139
2423
$6.29K ﹤0.01%
300
+79
2424
$6.28K ﹤0.01%
235
2425
$6.28K ﹤0.01%
71
95 96
97
98 99