IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,198
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$13M
3
+$11.8M
4
WCMI
First Trust WCM International Equity ETF
WCMI
+$10.7M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$8.96M

Top Sells

1
+$23.7M
2
+$11M
3
+$10M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.95M
5
VTV icon
Vanguard Value ETF
VTV
+$7.79M

Sector Composition

1 Technology 11.72%
2 Financials 4.45%
3 Consumer Discretionary 3.39%
4 Industrials 3.22%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SNAP icon
2476
Snap
SNAP
$8.82B
$24.7K ﹤0.01%
3,204
+1,373
BB icon
2477
BlackBerry
BB
$2.04B
$24.7K ﹤0.01%
5,054
-91
DECU
2478
AllianzIM U.S. Equity Buffer15 Uncapped Dec ETF
DECU
$284M
$24.6K ﹤0.01%
916
+150
NSSC icon
2479
Napco Security Technologies
NSSC
$1.56B
$24.6K ﹤0.01%
572
+377
IXC icon
2480
iShares Global Energy ETF
IXC
$2.22B
$24.5K ﹤0.01%
588
-446
JPIB icon
2481
JPMorgan International Bond Opportunities ETF
JPIB
$1.59B
$24.5K ﹤0.01%
500
+465
FWONK icon
2482
Liberty Media Series C
FWONK
$21.3B
$24.4K ﹤0.01%
234
+63
SAR icon
2483
Saratoga Investment
SAR
$380M
$24.4K ﹤0.01%
1,000
FLUT icon
2484
Flutter Entertainment
FLUT
$26.7B
$24.4K ﹤0.01%
96
-1
TGNA icon
2485
TEGNA Inc
TGNA
$3.07B
$24.4K ﹤0.01%
1,198
+847
AIR icon
2486
AAR Corp
AIR
$4.48B
$24.2K ﹤0.01%
270
+66
APIE icon
2487
ActivePassive International Equity ETF
APIE
$1.01B
$24.2K ﹤0.01%
682
-116
GLPI icon
2488
Gaming and Leisure Properties
GLPI
$12.8B
$24.2K ﹤0.01%
+519
CHX
2489
DELISTED
ChampionX
CHX
$24.2K ﹤0.01%
936
+11
BSMU icon
2490
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$238M
$24.1K ﹤0.01%
1,100
RLI icon
2491
RLI Corp
RLI
$5.67B
$24K ﹤0.01%
+368
ARMK icon
2492
Aramark
ARMK
$10.2B
$24K ﹤0.01%
+625
LMB icon
2493
Limbach Holdings
LMB
$1B
$24K ﹤0.01%
247
+72
FEUZ icon
2494
First Trust Eurozone AlphaDEX
FEUZ
$126M
$24K ﹤0.01%
408
+1
MCY icon
2495
Mercury Insurance
MCY
$5.27B
$23.9K ﹤0.01%
282
+2
JMOM icon
2496
JPMorgan US Momentum Factor ETF
JMOM
$1.93B
$23.8K ﹤0.01%
351
+37
CM icon
2497
Canadian Imperial Bank of Commerce
CM
$89.6B
$23.8K ﹤0.01%
298
-13
BC icon
2498
Brunswick
BC
$5.72B
$23.8K ﹤0.01%
376
-5
DLAG
2499
FT Vest U.S. Equity Dual Directional Buffer ETF - August
DLAG
$23.7M
$23.8K ﹤0.01%
+775
RPM icon
2500
RPM International
RPM
$15B
$23.7K ﹤0.01%
+201
98 99
100
101 102