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
2426
$6.24K ﹤0.01%
2,398
+148
2427
$6.23K ﹤0.01%
132
-1,108
2428
$6.2K ﹤0.01%
141
+60
2429
$6.19K ﹤0.01%
203
2430
$6.17K ﹤0.01%
224
-518
2431
$6.17K ﹤0.01%
62
+12
2432
$6.13K ﹤0.01%
582
-393
2433
$6.11K ﹤0.01%
172
+1
2434
$6.1K ﹤0.01%
502
+2
2435
$6.06K ﹤0.01%
330
2436
$6.03K ﹤0.01%
298
+161
2437
$6.02K ﹤0.01%
154
2438
$6.02K ﹤0.01%
+164
2439
$6K ﹤0.01%
43
+3
2440
$6K ﹤0.01%
4
2441
$5.96K ﹤0.01%
1
2442
$5.96K ﹤0.01%
73
2443
$5.94K ﹤0.01%
271
-1,056
2444
$5.93K ﹤0.01%
123
2445
$5.93K ﹤0.01%
210
2446
$5.92K ﹤0.01%
13
2447
$5.9K ﹤0.01%
1,000
+500
2448
$5.89K ﹤0.01%
200
2449
$5.88K ﹤0.01%
388
2450
$5.88K ﹤0.01%
224
96 97
98
99 100