IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
1
$59.8M 2.69%
1,187,211
+45,551
2
$52.6M 2.37%
885,917
-41,852
3
$52.5M 2.36%
306,738
-18,980
4
$31.5M 1.42%
73,647
-6,420
5
$29.6M 1.33%
465,586
+67,853
6
$26.4M 1.19%
287,859
-8,518
7
$24.4M 1.1%
242,299
+18,095
8
$22.3M 1%
52,021
+314
9
$21.1M 0.95%
58,737
+2,560
10
$20.5M 0.92%
65,053
-9,777
11
$20.4M 0.92%
406,718
+31,638
12
$20.3M 0.91%
468,833
+428,762
13
$20.2M 0.91%
293,215
-52,007
14
$20M 0.9%
424,054
-5,394
15
$19.8M 0.89%
289,138
-9,390
16
$19.6M 0.88%
195,806
-456
17
$19.5M 0.88%
279,082
+14,450
18
$19.4M 0.87%
622,151
+28,473
19
$18M 0.81%
126,771
+31,181
20
$17.5M 0.78%
960,372
-121,148
21
$17M 0.76%
144,464
+59,032
22
$16.8M 0.76%
61,740
+10,553
23
$16.7M 0.75%
738,561
+20,994
24
$16.4M 0.74%
46,735
-7,617
25
$16.3M 0.73%
320,916
+30,064
1
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