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
AGGY icon
1176
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$827M
$259K 0.01%
5,860
+3,039
DUOL icon
1177
Duolingo
DUOL
$8.45B
$259K 0.01%
806
+537
EOCT icon
1178
Innovator Emerging Markets Power Buffer ETF October
EOCT
$119M
$259K 0.01%
8,336
+770
WYNN icon
1179
Wynn Resorts
WYNN
$13.2B
$259K 0.01%
1,965
-531
XSW icon
1180
State Street SPDR S&P Software & Services ETF
XSW
$439M
$259K 0.01%
1,307
-179
BBHY icon
1181
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$645M
$258K 0.01%
5,494
+816
IR icon
1182
Ingersoll Rand
IR
$31.2B
$258K 0.01%
1,759
+1,654
ZAP
1183
Global X U.S. Electrification ETF
ZAP
$240M
$257K 0.01%
8,718
+1,554
MEDP icon
1184
Medpace
MEDP
$15.8B
$257K 0.01%
499
+305
JEMA icon
1185
JPMorgan ActiveBuilders Emerging Markets Equity ETF
JEMA
$1.23B
$256K 0.01%
5,377
+8
ELV icon
1186
Elevance Health
ELV
$76.6B
$256K 0.01%
724
+20
FTI icon
1187
TechnipFMC
FTI
$17.6B
$254K 0.01%
6,436
+14
GWRE icon
1188
Guidewire Software
GWRE
$16.8B
$254K 0.01%
1,104
+49
FELV icon
1189
Fidelity Enhanced Large Cap Value ETF
FELV
$2.52B
$254K 0.01%
7,569
+169
IT icon
1190
Gartner
IT
$18B
$254K 0.01%
965
+284
BLD icon
1191
TopBuild
BLD
$12.1B
$253K 0.01%
452
-54
KWEB icon
1192
KraneShares CSI China Internet ETF
KWEB
$8.71B
$253K 0.01%
6,030
+3,603
BXSL icon
1193
Blackstone Secured Lending
BXSL
$6.36B
$253K 0.01%
9,708
-16,821
FXG icon
1194
First Trust Consumer Staples AlphaDEX Fund
FXG
$262M
$253K 0.01%
4,036
-118
MAS icon
1195
Masco
MAS
$13.5B
$252K 0.01%
3,112
+349
VEEV icon
1196
Veeva Systems
VEEV
$35.9B
$252K 0.01%
846
+128
JHG icon
1197
Janus Henderson
JHG
$7B
$251K 0.01%
5,650
-5,233
CPAY icon
1198
Corpay
CPAY
$21.4B
$251K 0.01%
616
-483
TXRH icon
1199
Texas Roadhouse
TXRH
$11.5B
$251K 0.01%
1,509
-1,005
ENTG icon
1200
Entegris
ENTG
$12.8B
$251K 0.01%
1,979
-57
46 47
48
49 50