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
XSOE icon
226
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.88B
$4.23M 0.1%
108,463
-10,115
DGRO icon
227
iShares Core Dividend Growth ETF
DGRO
$37.7B
$4.16M 0.09%
59,880
-629
LVHI icon
228
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.41B
$4.15M 0.09%
112,633
+3,113
AMLP icon
229
Alerian MLP ETF
AMLP
$11.9B
$4.13M 0.09%
87,903
+36,344
IBTI icon
230
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.56B
$4.13M 0.09%
184,730
+8,088
NEE icon
231
NextEra Energy
NEE
$192B
$4.12M 0.09%
51,347
+1,399
TLH icon
232
iShares 10-20 Year Treasury Bond ETF
TLH
$12.6B
$4.11M 0.09%
40,429
+3,083
TMHC icon
233
Taylor Morrison
TMHC
$5.88B
$4.1M 0.09%
69,694
+69,109
JBND icon
234
JPMorgan Active Bond ETF
JBND
$6.56B
$4.04M 0.09%
74,695
+15,796
BUFR icon
235
FT Vest Fund of Buffer ETFs
BUFR
$8.6B
$4.02M 0.09%
117,319
+32,310
K
236
DELISTED
Kellanova
K
$4.02M 0.09%
48,131
-1,368
HYG icon
237
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$3.99M 0.09%
49,498
-17,105
MU icon
238
Micron Technology
MU
$438B
$3.98M 0.09%
13,954
-2,194
EMB icon
239
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.2B
$3.98M 0.09%
41,340
+1,297
GS icon
240
Goldman Sachs
GS
$247B
$3.97M 0.09%
4,517
+1,839
DJAN icon
241
FT Vest US Equity Deep Buffer ETF January
DJAN
$434M
$3.95M 0.09%
91,091
AMGN icon
242
Amgen
AMGN
$203B
$3.92M 0.09%
11,980
+3,861
SPHY icon
243
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.7B
$3.91M 0.09%
165,187
+14,033
DD icon
244
DuPont de Nemours
DD
$18.5B
$3.9M 0.09%
96,967
-34,344
SMH icon
245
VanEck Semiconductor ETF
SMH
$45B
$3.88M 0.09%
10,778
+1,229
SPYG icon
246
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.9B
$3.84M 0.09%
36,007
+34
HCA icon
247
HCA Healthcare
HCA
$122B
$3.84M 0.09%
8,223
-51
CAG icon
248
Conagra Brands
CAG
$8.93B
$3.83M 0.09%
221,472
+11,100
GTO icon
249
Invesco Total Return Bond ETF
GTO
$1.97B
$3.83M 0.09%
80,664
+1,515
FCX icon
250
Freeport-McMoran
FCX
$86.9B
$3.81M 0.09%
75,078
-1,846
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10
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