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
$3.85B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,198
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$12.3M
3 +$10.1M
4
FNV icon
Franco-Nevada
FNV
+$9.51M
5
HDV
iShares Core High Dividend ETF
HDV
+$8.84M

Top Sells

1 +$23.7M
2 +$10.7M
3 +$9.75M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.76M
5
VTV icon
Vanguard Value ETF
VTV
+$7.56M

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
SIGI icon
2651
Selective Insurance
SIGI
$5.07B
$17.3K ﹤0.01%
213
+6
PCRX icon
2652
Pacira BioSciences
PCRX
$908M
$17.3K ﹤0.01%
670
+224
MIND icon
2653
MIND Technology
MIND
$69.2M
$17.2K ﹤0.01%
2,131
-1,887
DDLS icon
2654
WisdomTree Dynamic International SmallCap Equity Fund
DDLS
$478M
$17.2K ﹤0.01%
411
HOG icon
2655
Harley-Davidson
HOG
$2.13B
$17.2K ﹤0.01%
617
+25
BHK icon
2656
BlackRock Core Bond Trust
BHK
$691M
$17.2K ﹤0.01%
1,730
+38
TDVI icon
2657
FT Vest Technology Dividend Target Income ETF
TDVI
$282M
$17.2K ﹤0.01%
600
CGHY
2658
Capital Group High Yield Bond ETF
CGHY
$55.9M
$17.1K ﹤0.01%
+673
CBRL icon
2659
Cracker Barrel
CBRL
$732M
$17.1K ﹤0.01%
388
+253
TECB icon
2660
iShares US Tech Breakthrough Multisector ETF
TECB
$411M
$17.1K ﹤0.01%
283
FDHY icon
2661
Fidelity High Yield Factor ETF
FDHY
$503M
$17.1K ﹤0.01%
+346
PSIX
2662
Power Solutions International
PSIX
$1.92B
$16.9K ﹤0.01%
172
VOD icon
2663
Vodafone
VOD
$35.8B
$16.9K ﹤0.01%
1,455
-22
GTM
2664
ZoomInfo Technologies
GTM
$1.87B
$16.9K ﹤0.01%
1,547
-89
TPLE
2665
DELISTED
Timothy Plan US Large/Mid Cap Core Enhanced ETF
TPLE
$16.9K ﹤0.01%
612
-14,586
QCJA
2666
FT Vest Nasdaq-100 Conservative Buffer ETF - January
QCJA
$78.1M
$16.8K ﹤0.01%
786
GJAN icon
2667
FT Vest US Equity Moderate Buffer ETF January
GJAN
$456M
$16.8K ﹤0.01%
404
QTOC icon
2668
Innovator Growth Accelerated Plus ETF October
QTOC
$16.2M
$16.8K ﹤0.01%
505
-795
USA icon
2669
Liberty All-Star Equity Fund
USA
$1.76B
$16.8K ﹤0.01%
2,645
+69
SIL icon
2670
Global X Silver Miners ETF NEW
SIL
$7.39B
$16.8K ﹤0.01%
234
ETD icon
2671
Ethan Allen Interiors
ETD
$581M
$16.7K ﹤0.01%
568
-738
CWT icon
2672
California Water Service
CWT
$2.69B
$16.7K ﹤0.01%
363
-72
EH
2673
EHang Holdings
EH
$884M
$16.6K ﹤0.01%
894
+794
BBN icon
2674
BlackRock Taxable Municipal Bond Trust
BBN
$1.03B
$16.6K ﹤0.01%
1,000
CLM icon
2675
Cornerstone Strategic Value Fund
CLM
$2.21B
$16.6K ﹤0.01%
+2,000