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
HOLA
1951
JPMorgan International Hedged Equity Laddered Overlay ETF
HOLA
$278M
$77.4K ﹤0.01%
1,482
+43
CBOE icon
1952
Cboe Global Markets
CBOE
$30.4B
$77.3K ﹤0.01%
308
-228
CIM
1953
Chimera Investment
CIM
$1.1B
$77.3K ﹤0.01%
6,216
+5,742
FCEF icon
1954
First Trust Exchange-Traded Fund VIII First Trust Income Opportunities ETF
FCEF
$71.8M
$77.2K ﹤0.01%
3,360
DIV icon
1955
Global X SuperDividend US ETF
DIV
$720M
$77K ﹤0.01%
4,445
BAX icon
1956
Baxter International
BAX
$9.27B
$77K ﹤0.01%
4,027
+413
VFC icon
1957
VF Corp
VFC
$6.15B
$76.9K ﹤0.01%
4,251
+1,114
ADNT icon
1958
Adient
ADNT
$1.57B
$76.5K ﹤0.01%
3,989
-6
ILF icon
1959
iShares Latin America 40 ETF
ILF
$4.06B
$76.4K ﹤0.01%
2,508
+213
ETB
1960
Eaton Vance Tax-Managed Buy-Write Income Fund
ETB
$441M
$76.3K ﹤0.01%
4,999
+32
ASH icon
1961
Ashland
ASH
$2.33B
$76.2K ﹤0.01%
1,298
+64
PTC icon
1962
PTC
PTC
$18.7B
$76.1K ﹤0.01%
437
+328
QUBT icon
1963
Quantum Computing Inc
QUBT
$1.67B
$76K ﹤0.01%
7,406
+4,076
IGRO icon
1964
iShares International Dividend Growth ETF
IGRO
$1.17B
$75.7K ﹤0.01%
915
+592
CGMM
1965
Capital Group U.S. Small and Mid Cap ETF
CGMM
$1.61B
$75.5K ﹤0.01%
2,617
SNV
1966
DELISTED
Synovus
SNV
$75.4K ﹤0.01%
1,507
+131
FSEC icon
1967
Fidelity Investment Grade Securitized ETF
FSEC
$4.39B
$75.3K ﹤0.01%
1,707
+107
UFO icon
1968
Procure Space ETF
UFO
$357M
$75.3K ﹤0.01%
1,948
+1
DGICA icon
1969
Donegal Group Class A
DGICA
$614M
$75.3K ﹤0.01%
3,768
+3,513
ROBT icon
1970
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
$639M
$75.2K ﹤0.01%
1,450
+18
WWW icon
1971
Wolverine World Wide
WWW
$1.32B
$74.9K ﹤0.01%
4,125
-2
DB icon
1972
Deutsche Bank
DB
$56.2B
$74.5K ﹤0.01%
1,933
-997
MC icon
1973
Moelis & Co
MC
$3.77B
$74K ﹤0.01%
1,076
-15
BIZD icon
1974
VanEck BDC Income ETF
BIZD
$1.41B
$73.8K ﹤0.01%
5,207
+141
FLS icon
1975
Flowserve
FLS
$9.63B
$73.8K ﹤0.01%
1,064
+213
77 78
79
80 81