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
AIT icon
1226
Applied Industrial Technologies
AIT
$9.88B
$233K 0.01%
797
-170
LNC icon
1227
Lincoln National
LNC
$8.76B
$233K 0.01%
4,890
+2,085
FNOV icon
1228
FT Vest US Equity Buffer ETF November
FNOV
$1.03B
$233K 0.01%
4,399
-15,338
SNEX icon
1229
StoneX
SNEX
$4.93B
$232K 0.01%
2,180
+1,638
BUFZ icon
1230
FT Vest Laddered Moderate Buffer ETF
BUFZ
$755M
$232K 0.01%
8,946
ESTC icon
1231
Elastic
ESTC
$7.95B
$231K 0.01%
2,734
-212
LRN icon
1232
Stride
LRN
$2.92B
$230K 0.01%
1,244
+192
IEV icon
1233
iShares Europe ETF
IEV
$1.62B
$229K 0.01%
3,498
+669
WING icon
1234
Wingstop
WING
$7.1B
$229K 0.01%
902
-133
XMMO icon
1235
Invesco S&P MidCap Momentum ETF
XMMO
$5.01B
$228K 0.01%
1,685
+969
KHC icon
1236
Kraft Heinz
KHC
$29.1B
$227K 0.01%
8,221
+2,100
B
1237
Barrick Mining
B
$75.4B
$227K 0.01%
6,928
-6,902
XBJA icon
1238
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$89.3M
$227K 0.01%
7,252
-2,500
TCHP icon
1239
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.68B
$225K 0.01%
4,610
-20,510
XJUL icon
1240
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$49.5M
$225K 0.01%
5,858
RODM icon
1241
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.31B
$224K 0.01%
6,310
+200
HSBC icon
1242
HSBC
HSBC
$267B
$224K 0.01%
3,157
-324
ALNY icon
1243
Alnylam Pharmaceuticals
ALNY
$52.5B
$224K 0.01%
491
+291
HQH
1244
abrdn Healthcare Investors
HQH
$1.04B
$223K 0.01%
12,099
LSCC icon
1245
Lattice Semiconductor
LSCC
$10.1B
$223K 0.01%
2,737
+641
NMRK icon
1246
Newmark Group
NMRK
$3.21B
$222K 0.01%
11,711
-6,094
WSO icon
1247
Watsco Inc
WSO
$14.2B
$221K 0.01%
290
-26
QQQE icon
1248
Direxion NASDAQ-100 Equal Weighted Index Shares
QQQE
$1.23B
$221K 0.01%
2,174
-53
ES icon
1249
Eversource Energy
ES
$25.4B
$221K 0.01%
3,084
+929
RL icon
1250
Ralph Lauren
RL
$22.4B
$221K 0.01%
702
-34
48 49
50
51 52