IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,198
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
+$11M
3
+$10M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.95M
5
VTV icon
Vanguard Value ETF
VTV
+$7.79M

Sector Composition

1 Technology 11.72%
2 Financials 4.45%
3 Consumer Discretionary 3.39%
4 Industrials 3.22%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DXC icon
1826
DXC Technology
DXC
$2.58B
$79.7K ﹤0.01%
5,850
+120
AAXJ icon
1827
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.66B
$79.5K ﹤0.01%
872
-1
GREK icon
1828
Global X MSCI Greece ETF
GREK
$342M
$79.5K ﹤0.01%
+1,235
RSSE
1829
FT Vest U.S. Equity Equal-Weight Buffer ETF September
RSSE
$37.5M
$79.3K ﹤0.01%
3,750
QQEW icon
1830
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.77B
$79.3K ﹤0.01%
562
WINN icon
1831
Harbor Long-Term Growers ETF
WINN
$1.03B
$79.2K ﹤0.01%
2,541
-1
LYFT icon
1832
Lyft
LYFT
$6.57B
$79.2K ﹤0.01%
3,597
-3,238
TBBK icon
1833
The Bancorp
TBBK
$2.72B
$79.1K ﹤0.01%
+1,056
SKX
1834
DELISTED
Skechers
SKX
$78.8K ﹤0.01%
1,248
-645
ADC icon
1835
Agree Realty
ADC
$8.59B
$78.8K ﹤0.01%
1,109
+169
AVNT icon
1836
Avient
AVNT
$3.55B
$78.7K ﹤0.01%
2,389
+163
MCHP icon
1837
Microchip Technology
MCHP
$41.1B
$78.7K ﹤0.01%
1,225
+939
DIV icon
1838
Global X SuperDividend US ETF
DIV
$713M
$78.6K ﹤0.01%
4,445
+145
CBTY
1839
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$10.1M
$78.5K ﹤0.01%
+3,035
EWU icon
1840
iShares MSCI United Kingdom ETF
EWU
$3.03B
$78.2K ﹤0.01%
+1,864
FMUN
1841
Fidelity Systematic Municipal Bond Index ETF
FMUN
$177M
$78.1K ﹤0.01%
1,568
+528
SMG icon
1842
ScottsMiracle-Gro
SMG
$3.85B
$78K ﹤0.01%
1,370
+92
EL icon
1843
Estee Lauder
EL
$36B
$77.9K ﹤0.01%
884
-61
QDF icon
1844
FlexShares Quality Dividend Index Fund
QDF
$2.09B
$77.9K ﹤0.01%
981
NEWT icon
1845
NewtekOne
NEWT
$399M
$77.8K ﹤0.01%
6,799
+23
MKC icon
1846
McCormick & Company Non-Voting
MKC
$18.1B
$77.8K ﹤0.01%
1,163
+65
MC icon
1847
Moelis & Co
MC
$5.42B
$77.8K ﹤0.01%
1,091
+62
ITEQ icon
1848
Amplify BlueStar Israel Technology ETF
ITEQ
$99.3M
$77K ﹤0.01%
1,313
FCEF icon
1849
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$69.6M
$76.9K ﹤0.01%
3,360
-200
AUR icon
1850
Aurora
AUR
$8.28B
$76.8K ﹤0.01%
14,249
+13,040
72 73
74
75 76