IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,084
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.8M
3
+$29.6M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
GFI icon
Gold Fields
GFI
+$20.3M

Top Sells

1
+$8.77M
2
+$5.55M
3
+$5.34M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.69M

Sector Composition

1 Technology 11.98%
2 Financials 4.3%
3 Communication Services 4.05%
4 Consumer Discretionary 3.83%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FCPI icon
1526
Fidelity Stocks for Inflation ETF
FCPI
$249M
$152K ﹤0.01%
3,082
-623
VICI icon
1527
VICI Properties
VICI
$30.6B
$152K ﹤0.01%
5,416
+1,519
FHN icon
1528
First Horizon
FHN
$10.7B
$152K ﹤0.01%
6,368
+49
QMAR icon
1529
FT Vest Growth-100 Buffer ETF March
QMAR
$469M
$152K ﹤0.01%
4,600
TMSL icon
1530
T. Rowe Price Small-Mid Cap ETF
TMSL
$1.53B
$152K ﹤0.01%
4,228
GL icon
1531
Globe Life
GL
$11B
$152K ﹤0.01%
1,084
-608
FLQS icon
1532
Franklin US Small Cap Multifactor Index ETF
FLQS
$47.3M
$151K ﹤0.01%
3,496
+279
CLIP icon
1533
Global X 1-3 Month T-Bill ETF
CLIP
$2.2B
$151K ﹤0.01%
1,508
-23
EDV icon
1534
Vanguard World Funds Extended Duration ETF
EDV
$3.83B
$151K ﹤0.01%
2,321
-3,689
KAUG
1535
Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
$80.6M
$150K ﹤0.01%
5,658
+300
RACE icon
1536
Ferrari
RACE
$59.7B
$150K ﹤0.01%
405
-3
DOL icon
1537
WisdomTree True Developed International Fund
DOL
$751M
$150K ﹤0.01%
2,272
+10
KDP icon
1538
Keurig Dr Pepper
KDP
$37.3B
$149K ﹤0.01%
5,337
+1,607
APPF icon
1539
AppFolio
APPF
$6.37B
$149K ﹤0.01%
642
+14
FTDR icon
1540
Frontdoor
FTDR
$4.47B
$148K ﹤0.01%
2,574
+10
FNX icon
1541
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.22B
$148K ﹤0.01%
1,178
+280
SSNC icon
1542
SS&C Technologies
SSNC
$17.5B
$148K ﹤0.01%
1,690
-921
XDEC icon
1543
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$167M
$148K ﹤0.01%
3,606
MGM icon
1544
MGM Resorts International
MGM
$9.24B
$147K ﹤0.01%
4,038
-241
EPAM icon
1545
EPAM Systems
EPAM
$7.59B
$147K ﹤0.01%
719
-108
CLVT icon
1546
Clarivate
CLVT
$1.67B
$147K ﹤0.01%
44,069
+1,114
HUM icon
1547
Humana
HUM
$20B
$147K ﹤0.01%
574
-109
A icon
1548
Agilent Technologies
A
$31.8B
$147K ﹤0.01%
1,079
+44
IMFL icon
1549
Invesco International Developed Dynamic Multifactor ETF
IMFL
$894M
$146K ﹤0.01%
4,913
+1,753
SYF icon
1550
Synchrony
SYF
$22.1B
$146K ﹤0.01%
1,750
-2,034
60 61
62
63 64