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
CHTR icon
1076
Charter Communications
CHTR
$26.7B
$322K 0.01%
1,170
+617
NNE
1077
Nano Nuclear Energy
NNE
$1.52B
$322K 0.01%
8,342
+4,214
IBKR icon
1078
Interactive Brokers
IBKR
$28B
$321K 0.01%
3,116
-1,794
NEU icon
1079
NewMarket
NEU
$6.84B
$321K 0.01%
387
+361
PAG icon
1080
Penske Automotive Group
PAG
$10.9B
$320K 0.01%
1,842
+59
IUSV icon
1081
iShares Core S&P US Value ETF
IUSV
$24.2B
$320K 0.01%
3,201
+575
EBND icon
1082
SPDR Bloomberg Emerging Markets Local Bond ETF
EBND
$2.21B
$319K 0.01%
14,912
-4,181
RWK icon
1083
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.06B
$318K 0.01%
2,546
LZB icon
1084
La-Z-Boy
LZB
$1.61B
$317K 0.01%
9,232
-14
HUBS icon
1085
HubSpot
HUBS
$20.4B
$317K 0.01%
594
-431
PRI icon
1086
Primerica
PRI
$8.25B
$317K 0.01%
1,121
-163
FNCL icon
1087
Fidelity MSCI Financials Index ETF
FNCL
$2.42B
$316K 0.01%
4,138
-1,933
BIDD
1088
iShares International Dividend Active ETF
BIDD
$455M
$316K 0.01%
11,283
+1,866
BUFF icon
1089
Innovator Laddered Allocation Power Buffer ETF
BUFF
$737M
$316K 0.01%
6,461
-327
FSLR icon
1090
First Solar
FSLR
$28.1B
$314K 0.01%
1,220
+1,188
WCC icon
1091
WESCO International
WCC
$11.9B
$314K 0.01%
1,485
-73
BALT icon
1092
Innovator Defined Wealth Shield ETF
BALT
$2.23B
$314K 0.01%
9,561
+1,851
PEGA icon
1093
Pegasystems
PEGA
$9.99B
$313K 0.01%
5,441
+2,132
SPXL icon
1094
Direxion Daily S&P 500 Bull 3x Shares
SPXL
$5.94B
$313K 0.01%
1,475
+200
EEFT icon
1095
Euronet Worldwide
EEFT
$3.23B
$311K 0.01%
3,470
-246
IQV icon
1096
IQVIA
IQV
$37.9B
$311K 0.01%
1,636
+6
LPG icon
1097
Dorian LPG
LPG
$1.07B
$310K 0.01%
10,408
-1,113
FEX icon
1098
First Trust Large Cap Core AlphaDEX Fund
FEX
$1.37B
$309K 0.01%
2,645
+3
FQAL icon
1099
Fidelity Quality Factor ETF
FQAL
$1.13B
$308K 0.01%
4,128
+3,205
BBAG icon
1100
JPMorgan BetaBuilders US Aggregate Bond ETF
BBAG
$1.3B
$308K 0.01%
6,589
+1,168
42 43
44
45 46