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
HPQ icon
726
HP
HPQ
$22.5B
$724K 0.02%
24,300
-2,516
EJAN icon
727
Innovator Emerging Markets Power Buffer ETF January
EJAN
$89.3M
$724K 0.02%
21,801
-84
PPA icon
728
Invesco Aerospace & Defense ETF
PPA
$6.68B
$720K 0.02%
4,634
+374
WEA
729
Western Asset Premier Bond Fund
WEA
$130M
$719K 0.02%
64,007
-4,141
LGOV icon
730
First Trust Long Duration Opportunities ETF
LGOV
$667M
$719K 0.02%
33,035
-138,601
URI icon
731
United Rentals
URI
$52.1B
$717K 0.02%
716
-249
TGT icon
732
Target
TGT
$44.2B
$716K 0.02%
7,975
-8,535
FREL icon
733
Fidelity MSCI Real Estate Index ETF
FREL
$1.09B
$716K 0.02%
25,737
+72
WWJD icon
734
Inspire International ETF
WWJD
$424M
$715K 0.02%
20,284
+735
LAD icon
735
Lithia Motors
LAD
$8.35B
$713K 0.02%
2,137
-40
MLN icon
736
VanEck Long Muni ETF
MLN
$639M
$711K 0.02%
40,704
+6,616
LNT icon
737
Alliant Energy
LNT
$16.8B
$711K 0.02%
9,153
-626
CAIE
738
Calamos Autocallable Income ETF
CAIE
$468M
$710K 0.02%
+25,860
NU icon
739
Nu Holdings
NU
$80.7B
$709K 0.02%
43,642
-314
DIVO icon
740
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.81B
$709K 0.02%
15,911
+87
PFG icon
741
Principal Financial Group
PFG
$19.9B
$708K 0.02%
7,812
-162
XSMO icon
742
Invesco S&P SmallCap Momentum ETF
XSMO
$2.1B
$707K 0.02%
9,605
+2,572
HSCZ icon
743
iShares Currency Hedged MSCI EAFE Small-Cap ETF
HSCZ
$172M
$705K 0.02%
18,726
+3,750
CLX icon
744
Clorox
CLX
$12.7B
$704K 0.02%
5,428
+139
NJUL icon
745
Innovator Growth-100 Power Buffer ETF July
NJUL
$234M
$702K 0.02%
9,875
+5
CYBR icon
746
CyberArk
CYBR
$23.4B
$702K 0.02%
1,453
+322
RSG icon
747
Republic Services
RSG
$66.1B
$698K 0.02%
2,621
+357
APD icon
748
Air Products & Chemicals
APD
$54.5B
$698K 0.02%
2,200
-1,004
SE icon
749
Sea Limited
SE
$72B
$695K 0.02%
3,891
-830
DECK icon
750
Deckers Outdoor
DECK
$15.2B
$694K 0.02%
6,467
-508
28 29
30
31 32