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
DAUG icon
876
FT Vest US Equity Deep Buffer ETF August
DAUG
$351M
$493K 0.01%
11,307
+1,424
IBN icon
877
ICICI Bank
IBN
$106B
$492K 0.01%
16,281
+1,405
FOCT icon
878
FT Vest US Equity Buffer ETF October
FOCT
$1.02B
$491K 0.01%
10,332
ADM icon
879
Archer Daniels Midland
ADM
$28.1B
$488K 0.01%
7,106
-320
GSK icon
880
GSK
GSK
$97.7B
$486K 0.01%
11,270
-995
DON icon
881
WisdomTree US MidCap Dividend Fund
DON
$3.77B
$485K 0.01%
9,282
+538
BWXT icon
882
BWX Technologies
BWXT
$15.6B
$484K 0.01%
2,474
+325
TRMB icon
883
Trimble
TRMB
$19B
$483K 0.01%
5,708
+4,434
CINF icon
884
Cincinnati Financial
CINF
$26.2B
$483K 0.01%
3,017
-138
JTEK icon
885
JPMorgan US Tech Leaders ETF
JTEK
$3.09B
$478K 0.01%
5,197
+1,772
PTNQ icon
886
Pacer Trendpilot 100 ETF
PTNQ
$1.26B
$476K 0.01%
6,136
+318
EOG icon
887
EOG Resources
EOG
$55.7B
$475K 0.01%
4,110
-548
KFEB
888
Innovator U.S. Small Cap Power Buffer ETF - February
KFEB
$15.8M
$475K 0.01%
17,750
-1,500
SCHP icon
889
Schwab US TIPS ETF
SCHP
$14.7B
$474K 0.01%
17,576
+3,696
OALC icon
890
OneAscent Large Cap Core ETF
OALC
$186M
$473K 0.01%
13,592
-494
EQIX icon
891
Equinix
EQIX
$73.4B
$471K 0.01%
567
+136
EMXC icon
892
iShares MSCI Emerging Markets ex China ETF
EMXC
$12.9B
$466K 0.01%
6,908
-13,398
ARGX icon
893
argenx
ARGX
$52.3B
$463K 0.01%
628
-38
VIS icon
894
Vanguard Industrials ETF
VIS
$6.32B
$461K 0.01%
1,555
+375
EPI icon
895
WisdomTree India Earnings Fund ETF
EPI
$2.72B
$461K 0.01%
10,419
+280
IGM icon
896
iShares Expanded Tech Sector ETF
IGM
$8.71B
$460K 0.01%
3,650
AOHY icon
897
Angel Oak High Yield Opportunities ETF
AOHY
$122M
$459K 0.01%
40,943
+9,684
CHRW icon
898
C.H. Robinson
CHRW
$19.5B
$458K 0.01%
2,916
+25
PODD icon
899
Insulet
PODD
$20.7B
$454K 0.01%
1,330
-28
NVT icon
900
nVent Electric
NVT
$16B
$454K 0.01%
3,473
+92
34 35
36
37 38