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
2451
$5.83K ﹤0.01%
150
-15,333
2452
$5.78K ﹤0.01%
146
-3
2453
$5.76K ﹤0.01%
177
2454
$5.74K ﹤0.01%
130
2455
$5.73K ﹤0.01%
300
2456
$5.72K ﹤0.01%
189
-2,565
2457
$5.68K ﹤0.01%
58
+16
2458
$5.68K ﹤0.01%
288
2459
$5.67K ﹤0.01%
135
2460
$5.66K ﹤0.01%
366
-995
2461
$5.65K ﹤0.01%
507
2462
$5.63K ﹤0.01%
89
-175
2463
$5.61K ﹤0.01%
190
-2,770
2464
$5.59K ﹤0.01%
200
2465
$5.55K ﹤0.01%
63
+1
2466
$5.55K ﹤0.01%
75
-220
2467
$5.51K ﹤0.01%
349
+9
2468
$5.5K ﹤0.01%
710
2469
$5.5K ﹤0.01%
191
-26
2470
$5.42K ﹤0.01%
231
+101
2471
$5.41K ﹤0.01%
249
2472
$5.39K ﹤0.01%
+292
2473
$5.38K ﹤0.01%
288
-2,245
2474
$5.35K ﹤0.01%
+100
2475
$5.34K ﹤0.01%
140
-297
97 98
99
100 101