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
FYBR
2426
DELISTED
Frontier Communications
FYBR
$26.7K ﹤0.01%
715
+268
PICK icon
2427
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.75B
$26.7K ﹤0.01%
600
LSAK icon
2428
Lesaka Technologies
LSAK
$367M
$26.5K ﹤0.01%
6,391
CATH icon
2429
Global X S&P 500 Catholic Values ETF
CATH
$1.12B
$26.5K ﹤0.01%
327
-5,143
ELD icon
2430
WisdomTree Emerging Markets Local Debt Fund
ELD
$94M
$26.5K ﹤0.01%
922
+11
ZJUN
2431
Innovator Equity Defined Protection ETF - 1 Yr June
ZJUN
$37.1M
$26.5K ﹤0.01%
+1,000
SUSC icon
2432
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.33B
$26.4K ﹤0.01%
1,120
-53
TM icon
2433
Toyota
TM
$318B
$26.4K ﹤0.01%
138
-39
CUBE icon
2434
CubeSmart
CUBE
$8.75B
$26.3K ﹤0.01%
648
-884
CGCV
2435
Capital Group Conservative Equity ETF
CGCV
$1.42B
$26.3K ﹤0.01%
874
RGLO
2436
Russell Investments Global Equity ETF
RGLO
$273M
$26.3K ﹤0.01%
924
LEGR icon
2437
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$130M
$26.3K ﹤0.01%
467
-1
GXO icon
2438
GXO Logistics
GXO
$6.74B
$26.2K ﹤0.01%
496
+480
VTES icon
2439
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.62B
$26.1K ﹤0.01%
256
+1
CMA
2440
DELISTED
Comerica
CMA
$26K ﹤0.01%
+380
BATT icon
2441
Amplify Lithium & Battery Technology ETF
BATT
$112M
$26K ﹤0.01%
2,000
JAZZ icon
2442
Jazz Pharmaceuticals
JAZZ
$10.1B
$26K ﹤0.01%
197
+44
JHMD icon
2443
John Hancock Multifactor Developed International ETF
JHMD
$1.15B
$25.9K ﹤0.01%
649
-3
IGLB icon
2444
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.76B
$25.9K ﹤0.01%
503
+72
STEM icon
2445
Stem
STEM
$107M
$25.9K ﹤0.01%
1,479
+1,066
DLO icon
2446
dLocal
DLO
$3.88B
$25.9K ﹤0.01%
+1,814
COLD icon
2447
Americold
COLD
$3.61B
$25.9K ﹤0.01%
2,112
+1,704
FEBW icon
2448
AllianzIM U.S. Equity Buffer20 Feb ETF
FEBW
$97.6M
$25.8K ﹤0.01%
780
USIG icon
2449
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.6B
$25.8K ﹤0.01%
495
-339
DDS icon
2450
Dillards
DDS
$10.4B
$25.8K ﹤0.01%
42
+19
96 97
98
99 100