IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Return 15.89%
This Quarter Return
+6.84%
1 Year Return
+15.89%
3 Year Return
+47.5%
5 Year Return
+56.84%
10 Year Return
–
AUM
$1.67B
AUM Growth
+$413M
Cap. Flow
+$316M
Cap. Flow %
18.84%
Top 10 Hldgs %
24.92%
Holding
7,567
New
285
Increased
968
Reduced
781
Closed
155

Top Buys

1
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$17.6M
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$11.9M
3
FIXD icon
First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF
FIXD
+$11.1M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$8.15M
5
IAU icon
iShares Gold Trust
IAU
+$7.37M

Top Sells

1
IYR icon
iShares US Real Estate ETF
IYR
+$10.2M
2
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$7.68M
3
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$5.85M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.05M
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$2.86M

Sector Composition

1 Technology 8.01%
2 Consumer Discretionary 4.29%
3 Healthcare 4.15%
4 Financials 3.93%
5 Communication Services 3.37%
Name Market Value Portfolio Weight Shares or Principal Shares
Change % 		Capital Flow
PIZ icon
3701
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$435M
– –
0
– –
PLCE icon
3702
Children's Place
PLCE
$155M
– –
0
– –
PLMR icon
3703
Palomar
PLMR
$3.13B
– –
-554
Closed -$46K
PLTM icon
3704
GraniteShares Platinum Shares
PLTM
$93.8M
– –
0
– –
PLUS icon
3705
ePlus
PLUS
$1.97B
– –
0
– –
PLXS icon
3706
Plexus
PLXS
$3.73B
– –
0
– –
PNQI icon
3707
Invesco NASDAQ Internet ETF
PNQI
$812M
– –
0
– –
PNTG icon
3708
Pennant Group
PNTG
$884M
– –
0
– –
PODD icon
3709
Insulet
PODD
$24.1B
– –
0
– –
POWA icon
3710
Invesco Bloomberg Pricing Power ETF
POWA
$189M
– –
0
– –
PPBI
3711
DELISTED
Pacific Premier Bancorp
PPBI
– –
0
– –
PPC icon
3712
Pilgrim's Pride
PPC
$10.4B
– –
-500
Closed -$8K
PRAA icon
3713
PRA Group
PRAA
$657M
$0 ﹤0.01%
12
– –
PRF icon
3714
Invesco FTSE RAFI US 1000 ETF
PRF
$8.18B
– –
0
– –
PRFZ icon
3715
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.57B
– –
0
– –
PRK icon
3716
Park National Corp
PRK
$2.72B
$0 ﹤0.01%
+6
New –
PRLB icon
3717
Protolabs
PRLB
$1.18B
– –
0
– –
PRTA icon
3718
Prothena Corp
PRTA
$442M
$0 ﹤0.01%
+36
New –
PSCI icon
3719
Invesco S&P SmallCap Industrials ETF
PSCI
$136M
– –
0
– –
PSCE icon
3720
Invesco S&P SmallCap Energy ETF
PSCE
$57.9M
– –
0
– –
PSCF icon
3721
Invesco S&P SmallCap Financials ETF
PSCF
$19.5M
– –
0
– –
PSCT icon
3722
Invesco S&P SmallCap Information Technology ETF
PSCT
$283M
– –
0
– –
PSN icon
3723
Parsons
PSN
$8.18B
– –
0
– –
PSP icon
3724
Invesco Global Listed Private Equity ETF
PSP
$334M
– –
0
– –
PST icon
3725
ProShares Trust UltraShort Lehman 7-10 Year Treasury
PST
$13.2M
– –
0
– –
147 148
149
150 151