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
XENE icon
1851
Xenon Pharmaceuticals
XENE
$3.32B
$81.6K ﹤0.01%
1,783
-82
AIZ icon
1852
Assurant
AIZ
$11.7B
$81.6K ﹤0.01%
271
-259
UEC icon
1853
Uranium Energy
UEC
$5.87B
$81K ﹤0.01%
2,362
-1,619
GJUL icon
1854
FT Vest US Equity Moderate Buffer ETF July
GJUL
$436M
$80.9K ﹤0.01%
1,995
-2
FXN icon
1855
First Trust Energy AlphaDEX Fund
FXN
$265M
$80.9K ﹤0.01%
4,961
-521
COO icon
1856
Cooper Companies
COO
$15.9B
$80.8K ﹤0.01%
632
+609
BIP icon
1857
Brookfield Infrastructure Partners
BIP
$15.7B
$80.6K ﹤0.01%
2,451
TYO icon
1858
Direxion Daily 7-10 Year Treasury Bear 3X Shares
TYO
$9.89M
$80.6K ﹤0.01%
6,119
-322
SFEB icon
1859
FT Vest US Small Cap Moderate Buffer ETF February
SFEB
$79M
$80.4K ﹤0.01%
3,525
+2,098
MKC icon
1860
McCormick & Company Non-Voting
MKC
$18.3B
$80K ﹤0.01%
1,132
+34
NTWK icon
1861
NetSol Technologies
NTWK
$36.1M
$80K ﹤0.01%
16,844
+16,794
PSLV icon
1862
Sprott Physical Silver Trust
PSLV
$12.8B
$80K ﹤0.01%
5,095
-1,470
MGEE icon
1863
MGE Energy Inc
MGEE
$2.93B
$80K ﹤0.01%
950
+12
AAXJ icon
1864
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.06B
$79.6K ﹤0.01%
873
GREK icon
1865
Global X MSCI Greece ETF
GREK
$290M
$79.5K ﹤0.01%
+1,235
PRIM icon
1866
Primoris Services
PRIM
$6.94B
$79.5K ﹤0.01%
477
+426
QQEW icon
1867
First Trust NASDAQ-100 Equal Weighted Index Fund
QQEW
$1.89B
$79.3K ﹤0.01%
562
RSSE
1868
FT Vest U.S. Equity Equal-Weight Buffer ETF September
RSSE
$27.8M
$79.3K ﹤0.01%
3,750
WINN icon
1869
Harbor Long-Term Growers ETF
WINN
$1.07B
$79.2K ﹤0.01%
2,542
LYFT icon
1870
Lyft
LYFT
$7.66B
$79.2K ﹤0.01%
3,598
-3,237
SGI
1871
Somnigroup International
SGI
$19.1B
$79.2K ﹤0.01%
245
-432
ADC icon
1872
Agree Realty
ADC
$8.17B
$78.9K ﹤0.01%
1,111
+171
SMG icon
1873
ScottsMiracle-Gro
SMG
$3.4B
$78.7K ﹤0.01%
1,359
+81
DIV icon
1874
Global X SuperDividend US ETF
DIV
$646M
$78.6K ﹤0.01%
4,446
+146
CBTY
1875
Calamos Bitcoin 80 Series Structured Alt Protection ETF - July
CBTY
$8.86M
$78.5K ﹤0.01%
+3,035
73 74
75
76 77