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
PSLV icon
1676
Sprott Physical Silver Trust
PSLV
$17.6B
$120K ﹤0.01%
5,095
WEA
1677
Western Asset Premier Bond Fund
WEA
$126M
$120K ﹤0.01%
10,904
-53,091
IRT icon
1678
Independence Realty Trust
IRT
$3.82B
$120K ﹤0.01%
6,879
-13
RSJN
1679
FT Vest U.S. Equity Equal Weight Buffer ETF - June
RSJN
$17.3M
$120K ﹤0.01%
3,490
FXZ icon
1680
First Trust Materials AlphaDEX Fund
FXZ
$338M
$120K ﹤0.01%
1,844
HIMS icon
1681
Hims & Hers Health
HIMS
$5.43B
$119K ﹤0.01%
3,680
+1,858
EMLC icon
1682
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.98B
$119K ﹤0.01%
4,625
+1,335
CGMS icon
1683
Capital Group US Multi-Sector Income ETF
CGMS
$4.43B
$119K ﹤0.01%
4,306
+555
PAA icon
1684
Plains All American Pipeline
PAA
$15B
$119K ﹤0.01%
6,618
+1,472
PSN icon
1685
Parsons
PSN
$6.08B
$119K ﹤0.01%
1,923
+857
EPS icon
1686
WisdomTree US LargeCap Fund
EPS
$1.36B
$119K ﹤0.01%
1,674
ARM icon
1687
Arm
ARM
$122B
$119K ﹤0.01%
1,085
+630
FDMO icon
1688
Fidelity Momentum Factor ETF
FDMO
$652M
$119K ﹤0.01%
1,412
+393
IDEC icon
1689
Innovator International Developed Power Buffer ETF December
IDEC
$45.6M
$118K ﹤0.01%
3,668
+1,442
BKTI icon
1690
BK Technologies
BKTI
$293M
$118K ﹤0.01%
1,587
-761
RELX icon
1691
RELX
RELX
$61.4B
$118K ﹤0.01%
2,928
-294
WTW icon
1692
Willis Towers Watson
WTW
$27.1B
$118K ﹤0.01%
360
-398
EEMV icon
1693
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.2B
$118K ﹤0.01%
1,838
+268
CCK icon
1694
Crown Holdings
CCK
$11.8B
$118K ﹤0.01%
1,142
+65
GEN icon
1695
Gen Digital
GEN
$12.7B
$117K ﹤0.01%
4,316
-76
FG icon
1696
F&G Annuities & Life
FG
$2.81B
$117K ﹤0.01%
3,792
+3,597
AVUS icon
1697
Avantis US Equity ETF
AVUS
$10.9B
$117K ﹤0.01%
1,046
AN icon
1698
AutoNation
AN
$6.41B
$117K ﹤0.01%
566
+96
EWI icon
1699
iShares MSCI Italy ETF
EWI
$620M
$117K ﹤0.01%
+2,150
AR icon
1700
Antero Resources
AR
$12.4B
$116K ﹤0.01%
3,371
+2,441
66 67
68
69 70