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
CCOI icon
2551
Cogent Communications
CCOI
$1.19B
$20.8K ﹤0.01%
542
+79
KFY icon
2552
Korn Ferry
KFY
$3.55B
$20.8K ﹤0.01%
297
+18
BKU icon
2553
Bankunited
BKU
$3.78B
$20.7K ﹤0.01%
543
+402
LAKE icon
2554
Lakeland Industries
LAKE
$94.6M
$20.7K ﹤0.01%
1,400
SFD
2555
Smithfield Foods
SFD
$9.62B
$20.7K ﹤0.01%
+882
ZNOV
2556
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$125M
$20.7K ﹤0.01%
+784
TCOM icon
2557
Trip.com Group
TCOM
$38.8B
$20.7K ﹤0.01%
275
RIO icon
2558
Rio Tinto
RIO
$186B
$20.7K ﹤0.01%
313
-73
RRX icon
2559
Regal Rexnord
RRX
$14.1B
$20.7K ﹤0.01%
144
-5
HCKT icon
2560
Hackett Group
HCKT
$406M
$20.6K ﹤0.01%
1,086
+1,035
ETOR
2561
eToro Group
ETOR
$2.26B
$20.6K ﹤0.01%
500
-500
JPSE icon
2562
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$557M
$20.6K ﹤0.01%
414
+1
MBC icon
2563
MasterBrand
MBC
$1.72B
$20.6K ﹤0.01%
1,564
+1,202
KEN icon
2564
Kenon Holdings
KEN
$3.82B
$20.6K ﹤0.01%
456
SANA icon
2565
Sana Biotechnology
SANA
$1.05B
$20.6K ﹤0.01%
5,799
+3,898
IZRL icon
2566
ARK Israel Innovative Technology ETF
IZRL
$134M
$20.5K ﹤0.01%
703
+353
PAGP icon
2567
Plains GP Holdings
PAGP
$4.1B
$20.4K ﹤0.01%
1,120
BUFS
2568
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$118M
$20.4K ﹤0.01%
+908
DBMF icon
2569
iMGP DBi Managed Futures Strategy ETF
DBMF
$2.44B
$20.2K ﹤0.01%
739
-916
FEGE
2570
First Eagle Global Equity ETF
FEGE
$1.21B
$20.2K ﹤0.01%
+456
KEX icon
2571
Kirby Corp
KEX
$6.63B
$20.1K ﹤0.01%
241
-16
AGNG icon
2572
Global X Aging Population ETF
AGNG
$86M
$20.1K ﹤0.01%
+600
HNDL icon
2573
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$647M
$20.1K ﹤0.01%
900
PCY icon
2574
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.27B
$20.1K ﹤0.01%
930
+2
FULT icon
2575
Fulton Financial
FULT
$4.09B
$20K ﹤0.01%
1,072
+431
101 102
103
104 105