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 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
CHX
2576
DELISTED
ChampionX
CHX
$24.2K ﹤0.01%
937
+12
MSM icon
2577
MSC Industrial Direct
MSM
$4.8B
-239
ARMK icon
2578
Aramark
ARMK
$9.93B
$24.1K ﹤0.01%
+622
BSMU icon
2579
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$212M
$24.1K ﹤0.01%
1,100
NVR icon
2580
NVR
NVR
$20.4B
0
FEUZ icon
2581
First Trust Eurozone AlphaDEX
FEUZ
$87.2M
$24K ﹤0.01%
409
+2
MCY icon
2582
Mercury Insurance
MCY
$5.18B
$23.9K ﹤0.01%
282
+2
JBTM
2583
JBT Marel
JBTM
$7.9B
0
CM icon
2584
Canadian Imperial Bank of Commerce
CM
$84.9B
$23.9K ﹤0.01%
299
-12
CPK icon
2585
Chesapeake Utilities
CPK
$3.04B
$23.8K ﹤0.01%
145
+17
JMOM icon
2586
JPMorgan US Momentum Factor ETF
JMOM
$1.71B
$23.8K ﹤0.01%
351
+37
BC icon
2587
Brunswick
BC
$4.88B
$23.8K ﹤0.01%
376
-5
DLAG
2588
FT Vest U.S. Equity Dual Directional Buffer ETF - August
DLAG
$20.1M
$23.8K ﹤0.01%
+775
CBU icon
2589
Community Bank
CBU
$3.2B
0
RNST icon
2590
Renasant Corp
RNST
$3.55B
0
FGM icon
2591
First Trust Germany AlphaDEX Fund
FGM
$78.7M
$23.7K ﹤0.01%
403
SEZL icon
2592
Sezzle
SEZL
$2.4B
$23.6K ﹤0.01%
297
+253
ACAD icon
2593
Acadia Pharmaceuticals
ACAD
$4.56B
$23.6K ﹤0.01%
1,106
-2,320
ZG icon
2594
Zillow
ZG
$16.3B
$23.6K ﹤0.01%
317
+101
ISTB icon
2595
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.71B
$23.6K ﹤0.01%
483
-6
RRX icon
2596
Regal Rexnord
RRX
$9.4B
$23.5K ﹤0.01%
125
-24
ESNT icon
2597
Essent Group
ESNT
$6.4B
$23.5K ﹤0.01%
316
-28
COUR icon
2598
Coursera
COUR
$1.3B
$23.5K ﹤0.01%
2,008
+179
VIRC icon
2599
Virco
VIRC
$103M
$23.5K ﹤0.01%
3,011
-58
CWT icon
2600
California Water Service
CWT
$2.62B
$23.5K ﹤0.01%
214
-221