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
EAPR icon
1751
Innovator Emerging Markets Power Buffer ETF April
EAPR
$77.4M
$93.7K ﹤0.01%
3,215
+88
RY icon
1752
Royal Bank of Canada
RY
$233B
$93.7K ﹤0.01%
636
-75
AMX icon
1753
America Movil
AMX
$62.9B
$93.4K ﹤0.01%
4,449
-1,627
SRPT icon
1754
Sarepta Therapeutics
SRPT
$2.34B
$93.4K ﹤0.01%
4,641
-32
NICE icon
1755
Nice
NICE
$6.59B
$93.4K ﹤0.01%
645
-1
CMDY icon
1756
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$265M
$93.2K ﹤0.01%
1,772
SBRA icon
1757
Sabra Healthcare REIT
SBRA
$4.7B
$93.2K ﹤0.01%
4,998
+40
XPO icon
1758
XPO
XPO
$17.4B
$93.1K ﹤0.01%
+20
FNB icon
1759
FNB Corp
FNB
$6.26B
$92.9K ﹤0.01%
3,604
-988
HYGV icon
1760
FlexShares High Yield Value-Scored Bond Index Fund
HYGV
$1.18B
$92.9K ﹤0.01%
2,254
-951
TBBK icon
1761
The Bancorp
TBBK
$2.97B
$92.5K ﹤0.01%
+877
FDRR icon
1762
Fidelity Dividend ETF for Rising Rates
FDRR
$653M
$92.2K ﹤0.01%
1,572
+6
SNY icon
1763
Sanofi
SNY
$115B
$92.2K ﹤0.01%
1,953
-175
GGG icon
1764
Graco
GGG
$13.7B
$92.1K ﹤0.01%
454
-214
MSBI icon
1765
Midland States Bancorp
MSBI
$467M
$92K ﹤0.01%
5,366
+75
BKR icon
1766
Baker Hughes
BKR
$44.4B
$92K ﹤0.01%
+403
UTG icon
1767
Reaves Utility Income Fund
UTG
$3.32B
$91.9K ﹤0.01%
2,320
+13
DJIA icon
1768
Global X Dow 30 Covered Call ETF
DJIA
$145M
$91.7K ﹤0.01%
4,197
+267
MUST icon
1769
Columbia Multi-Sector Municipal Income ETF
MUST
$515M
$91.6K ﹤0.01%
4,464
+330
JEF icon
1770
Jefferies Financial Group
JEF
$12.6B
$91.5K ﹤0.01%
1,117
+501
SMMT icon
1771
Summit Therapeutics
SMMT
$12.8B
$91.5K ﹤0.01%
4,429
+65
PZA icon
1772
Invesco National AMT-Free Municipal Bond ETF
PZA
$3.29B
$91.3K ﹤0.01%
3,955
+133
TLRY icon
1773
Tilray
TLRY
$1.62B
$91.3K ﹤0.01%
5,278
-7,158
PSN icon
1774
Parsons
PSN
$6.57B
$91.2K ﹤0.01%
1,032
+292
AAON icon
1775
Aaon
AAON
$6.37B
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0
69 70
71
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