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
SCHC icon
651
Schwab International Small-Cap Equity ETF
SCHC
$4.86B
$896K 0.02%
19,691
+2,361
ENB icon
652
Enbridge
ENB
$104B
$893K 0.02%
17,706
-511
BBWI icon
653
Bath & Body Works
BBWI
$4.04B
$890K 0.02%
34,547
+29,573
FMB icon
654
First Trust Managed Municipal ETF
FMB
$1.93B
$885K 0.02%
17,459
+1,629
CTSH icon
655
Cognizant
CTSH
$40.6B
$883K 0.02%
11,760
+1,418
DTH icon
656
WisdomTree International High Dividend Fund
DTH
$513M
$881K 0.02%
17,934
-3,006
SCHH icon
657
Schwab US REIT ETF
SCHH
$8.56B
$880K 0.02%
40,800
+4,646
PTL icon
658
Inspire 500 ETF
PTL
$576M
$878K 0.02%
3,524
+31
CTVA icon
659
Corteva
CTVA
$44.5B
$878K 0.02%
12,988
+2,008
NXPI icon
660
NXP Semiconductors
NXPI
$58.3B
$875K 0.02%
3,398
-248
MMTM icon
661
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$157M
$874K 0.02%
3,061
-734
GMED icon
662
Globus Medical
GMED
$11.6B
$874K 0.02%
15,189
+273
RMIF icon
663
LHA Risk-Managed Income ETF
RMIF
$31.3M
$872K 0.02%
34,910
+99
FJUL icon
664
FT Vest US Equity Buffer ETF July
FJUL
$1.16B
$872K 0.02%
15,929
+11,932
IGIB icon
665
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17B
$868K 0.02%
16,056
+14,271
MMYT icon
666
MakeMyTrip
MMYT
$8.05B
$865K 0.02%
9,239
VOOG icon
667
Vanguard S&P 500 Growth ETF
VOOG
$21.4B
$865K 0.02%
1,985
+653
BTI icon
668
British American Tobacco
BTI
$125B
$860K 0.02%
16,202
-1,398
JMUB icon
669
JPMorgan Municipal ETF
JMUB
$6.34B
$857K 0.02%
16,979
+2,228
IBDX icon
670
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.37B
$850K 0.02%
33,176
+888
TPHD icon
671
Timothy Plan High Dividend Stock ETF
TPHD
$322M
$845K 0.02%
21,493
-257
SHLD icon
672
Global X Defense Tech ETF
SHLD
$4.96B
$843K 0.02%
12,011
+3,012
ANGL icon
673
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.12B
$843K 0.02%
28,369
+1,830
HYS icon
674
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.51B
$843K 0.02%
8,807
+4,941
EIX icon
675
Edison International
EIX
$22.7B
$842K 0.02%
15,236
+11,452
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