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
$3.88B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,247
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
+$11.7M
3
+$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M
5
ALK icon
Alaska Air
ALK
+$8.98M

Sector Composition

1 Technology 11.75%
2 Financials 4.5%
3 Consumer Discretionary 3.45%
4 Healthcare 3.3%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JHMD icon
2526
John Hancock Multifactor Developed International ETF
JHMD
$872M
$26.1K ﹤0.01%
652
BATT icon
2527
Amplify Lithium & Battery Technology ETF
BATT
$92.4M
$26K ﹤0.01%
2,000
IGLB icon
2528
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.77B
$25.9K ﹤0.01%
503
+72
STEM icon
2529
Stem
STEM
$147M
$25.9K ﹤0.01%
1,479
+1,066
DLO icon
2530
dLocal
DLO
$4.16B
$25.9K ﹤0.01%
+1,814
ATKR icon
2531
Atkore
ATKR
$2.16B
$25.9K ﹤0.01%
42
-251
FEBW icon
2532
AllianzIM U.S. Large Cap Buffer20 Feb ETF
FEBW
$100M
$25.8K ﹤0.01%
780
USIG icon
2533
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$15.4B
$25.8K ﹤0.01%
495
-339
IGRO icon
2534
iShares International Dividend Growth ETF
IGRO
$1.09B
$25.8K ﹤0.01%
324
-72
GLRY icon
2535
Inspire Growth ETF
GLRY
$115M
$25.8K ﹤0.01%
693
-9,706
ZMAY
2536
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$35.4M
$25.8K ﹤0.01%
1,027
ATRO icon
2537
Astronics
ATRO
$1.86B
$25.8K ﹤0.01%
563
+448
OPEN icon
2538
Opendoor
OPEN
$5.84B
$25.7K ﹤0.01%
3,276
+2,665
FLG
2539
Flagstar Bank National Association
FLG
$5.38B
$25.7K ﹤0.01%
588
-3,172
AXTA icon
2540
Axalta
AXTA
$6.7B
$25.7K ﹤0.01%
853
-468
MASI icon
2541
Masimo
MASI
$7.23B
– –
0
PAGS icon
2542
PagSeguro Digital
PAGS
$2.83B
$25.7K ﹤0.01%
2,157
-117
EE icon
2543
Excelerate Energy
EE
$836M
$25.7K ﹤0.01%
989
MBLY icon
2544
Mobileye
MBLY
$8.46B
$25.6K ﹤0.01%
1,816
+1,495
ACHC icon
2545
Acadia Healthcare
ACHC
$1.31B
– –
-170
BUFY
2546
FT Vest Laddered International Moderate Buffer ETF
BUFY
$49.6M
$25.6K ﹤0.01%
+1,177
M icon
2547
Macy's
M
$6.15B
– –
-398
SMFG icon
2548
Sumitomo Mitsui Financial
SMFG
$123B
$25.4K ﹤0.01%
1,520
-1,320
IBP icon
2549
Installed Building Products
IBP
$7.14B
– –
0
SEE icon
2550
Sealed Air
SEE
$6.08B
$25.4K ﹤0.01%
7
-305
100 101
102
103 104