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
SIHY icon
426
Harbor Scientific Alpha High-Yield ETF
SIHY
$166M
$1.67M 0.04%
35,987
-62,974
YUM icon
427
Yum! Brands
YUM
$41.6B
$1.66M 0.04%
10,506
+6,041
BLOK icon
428
Amplify Blockchain Technology ETF
BLOK
$1.18B
$1.65M 0.04%
24,632
+10,094
VKTX icon
429
Viking Therapeutics
VKTX
$4.15B
$1.65M 0.04%
58,496
+6,571
GCOW icon
430
Pacer Global Cash Cows Dividend ETF
GCOW
$2.64B
$1.65M 0.04%
41,589
-29,851
PDEC icon
431
Innovator US Equity Power Buffer ETF December
PDEC
$928M
$1.64M 0.04%
39,096
-3,980
DFAE icon
432
Dimensional Emerging Core Equity Market ETF
DFAE
$7.13B
$1.63M 0.04%
51,728
+19,926
DKNG icon
433
DraftKings
DKNG
$17.6B
$1.63M 0.04%
43,523
-834
GWW icon
434
W.W. Grainger
GWW
$49.1B
$1.62M 0.04%
1,653
+281
DE icon
435
Deere & Co
DE
$131B
$1.62M 0.04%
3,229
+72
XLY icon
436
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$12.2B
$1.62M 0.04%
6,748
-142
WEC icon
437
WEC Energy
WEC
$33.7B
$1.6M 0.04%
13,858
+591
FMHI icon
438
First Trust Municipal High Income ETF
FMHI
$861M
$1.6M 0.04%
33,606
+950
ITB icon
439
iShares US Home Construction ETF
ITB
$2.74B
$1.59M 0.04%
14,829
+488
PTLC icon
440
Pacer Trendpilot US Large Cap ETF
PTLC
$3.41B
$1.59M 0.04%
28,988
+1,184
HGER icon
441
Harbor Commodity All-Weather Strategy ETF
HGER
$1.3B
$1.58M 0.04%
61,400
-6,357
GRMN icon
442
Garmin
GRMN
$40B
$1.57M 0.04%
6,382
+3,087
NYT icon
443
New York Times
NYT
$11B
$1.57M 0.04%
27,317
+877
IMTM icon
444
iShares MSCI Intl Momentum Factor ETF
IMTM
$3.54B
$1.56M 0.04%
32,637
+1,008
VST icon
445
Vistra
VST
$57.1B
$1.56M 0.04%
7,742
+416
LIN icon
446
Linde
LIN
$193B
$1.56M 0.04%
3,094
-37
ED icon
447
Consolidated Edison
ED
$35.2B
$1.56M 0.04%
15,208
+10,044
MTB icon
448
M&T Bank
MTB
$31.4B
$1.56M 0.04%
7,059
+198
MMC icon
449
Marsh & McLennan
MMC
$90.5B
$1.55M 0.04%
6,976
+73
LGH icon
450
HCM Defender 500 Index ETF
LGH
$578M
$1.54M 0.04%
25,534
+322
16 17
18
19 20