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
EGO icon
2226
Eldorado Gold
EGO
$7.84B
$37.6K ﹤0.01%
1,302
BRBR icon
2227
BellRing Brands
BRBR
$2.29B
$37.5K ﹤0.01%
1,033
+572
MTZ icon
2228
MasTec
MTZ
$20.4B
$37.5K ﹤0.01%
176
+2
ITM icon
2229
VanEck Intermediate Muni ETF
ITM
$2.21B
$37.4K ﹤0.01%
802
SWX icon
2230
Southwest Gas
SWX
$6.01B
$37.4K ﹤0.01%
477
PAYO icon
2231
Payoneer
PAYO
$2.26B
$37.4K ﹤0.01%
6,175
+246
VIV icon
2232
Telefônica Brasil
VIV
$23.8B
$37.3K ﹤0.01%
2,927
-49
LYV icon
2233
Live Nation Entertainment
LYV
$32.7B
$37.3K ﹤0.01%
228
+212
AL icon
2234
Air Lease Corp
AL
$7.21B
$37.2K ﹤0.01%
+584
VGM icon
2235
Invesco Trust Investment Grade Municipals
VGM
$562M
$37.1K ﹤0.01%
3,667
+20
XTAP icon
2236
Innovator US Equity Accelerated Plus ETF April
XTAP
$21.5M
$37.1K ﹤0.01%
936
+27
JPME icon
2237
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$419M
$37.1K ﹤0.01%
342
+25
IHF icon
2238
iShares US Healthcare Providers ETF
IHF
$733M
$37K ﹤0.01%
750
FCG icon
2239
First Trust Natural Gas ETF
FCG
$522M
$37K ﹤0.01%
1,575
-1,500
MARA icon
2240
Marathon Digital Holdings
MARA
$3.12B
$36.9K ﹤0.01%
2,019
-515
HGTY icon
2241
Hagerty
HGTY
$1.27B
$36.7K ﹤0.01%
3,050
+50
ILTB icon
2242
iShares Core 10+ Year USD Bond ETF
ILTB
$625M
$36.6K ﹤0.01%
725
TAP icon
2243
Molson Coors Class B
TAP
$10.2B
$36.6K ﹤0.01%
808
+472
CLMT icon
2244
Calumet Specialty Products
CLMT
$2.19B
$36.5K ﹤0.01%
2,000
PNFP icon
2245
Pinnacle Financial Partners Inc
PNFP
$15.4B
$36.5K ﹤0.01%
+389
KBA icon
2246
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$212M
$36.3K ﹤0.01%
1,208
+987
LVS icon
2247
Las Vegas Sands
LVS
$39.1B
$36.1K ﹤0.01%
672
+434
IETC icon
2248
iShares US Tech Independence Focused ETF
IETC
$837M
$36.1K ﹤0.01%
354
+309
CALM icon
2249
Cal-Maine
CALM
$3.93B
$36K ﹤0.01%
383
+144
DTEC icon
2250
ALPS Disruptive Technologies ETF
DTEC
$76.8M
$35.9K ﹤0.01%
702
88 89
90
91 92