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
IHDG icon
401
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.37B
$1.89M 0.05%
41,007
+1,418
SCHV icon
402
Schwab US Large-Cap Value ETF
SCHV
$15.4B
$1.87M 0.05%
64,227
-1,069
MCO icon
403
Moody's
MCO
$80.7B
$1.84M 0.05%
3,867
+40
FBCG icon
404
Fidelity Blue Chip Growth ETF
FBCG
$5.42B
$1.84M 0.05%
34,221
+5,375
IDV icon
405
iShares International Select Dividend ETF
IDV
$7.53B
$1.81M 0.05%
49,564
+13,613
FTLS icon
406
First Trust Long/Short Equity ETF
FTLS
$2.19B
$1.8M 0.05%
25,740
+400
DLR icon
407
Digital Realty Trust
DLR
$59B
$1.8M 0.05%
10,404
+211
SPSM icon
408
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$14.7B
$1.79M 0.05%
38,680
-1,869
FEP icon
409
First Trust Europe AlphaDEX Fund
FEP
$451M
$1.78M 0.05%
34,698
-56
PFF icon
410
iShares Preferred and Income Securities ETF
PFF
$14.1B
$1.77M 0.05%
56,060
-12,778
IBD icon
411
Inspire Corporate Bond ETF
IBD
$478M
$1.76M 0.05%
72,991
+14,201
SRE icon
412
Sempra
SRE
$57B
$1.75M 0.05%
19,429
+16,974
TBIL
413
US Treasury 3 Month Bill ETF
TBIL
$6.29B
$1.75M 0.05%
34,934
+3,687
SPTI icon
414
State Street SPDR Portfolio Intermediate Term Treasury ETF
SPTI
$9.4B
$1.74M 0.05%
60,380
-4,786
VYMI icon
415
Vanguard International High Dividend Yield ETF
VYMI
$16.3B
$1.74M 0.05%
20,491
+3,293
XAR icon
416
State Street SPDR S&P Aerospace & Defense ETF
XAR
$5.74B
$1.73M 0.04%
7,362
+308
QINT icon
417
American Century Quality Diversified International ETF
QINT
$502M
$1.71M 0.04%
27,932
+4,419
APO icon
418
Apollo Global Management
APO
$77.2B
$1.71M 0.04%
12,838
+149
HELO icon
419
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
$3.79B
$1.71M 0.04%
26,250
+2,799
FCT
420
First Trust Senior Floating Rate Income Fund II
FCT
$256M
$1.71M 0.04%
170,507
-9,450
QQH icon
421
HCM Defender 100 Index ETF
QQH
$675M
$1.68M 0.04%
22,056
+69
SIHY icon
422
Harbor Scientific Alpha High-Yield ETF
SIHY
$179M
$1.67M 0.04%
35,986
-62,975
BLOK icon
423
Amplify Blockchain Technology ETF
BLOK
$1.13B
$1.65M 0.04%
24,630
+10,092
GCOW icon
424
Pacer Global Cash Cows Dividend ETF
GCOW
$2.99B
$1.65M 0.04%
41,587
-29,853
EMR icon
425
Emerson Electric
EMR
$88.4B
$1.65M 0.04%
12,555
-7,995
15 16
17
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