IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,247
New
Increased
Reduced
Closed

Top Sells

1 +$23.7M
2 +$11.7M
3 +$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M
5
ALK icon
Alaska Air
ALK
+$8.98M

Sector Composition

1 Technology 11.75%
2 Financials 4.5%
3 Consumer Discretionary 3.45%
4 Healthcare 3.3%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
DBMF icon
2676
iMGP DBi Managed Futures Strategy ETF
DBMF
$2.01B
$20.2K ﹤0.01%
739
-916
FEGE
2677
First Eagle Global Equity ETF
FEGE
$813M
$20.2K ﹤0.01%
+456
PRGO icon
2678
Perrigo
PRGO
$1.78B
0
AGNG icon
2679
Global X Aging Population ETF
AGNG
$68.5M
$20.1K ﹤0.01%
+600
PCY icon
2680
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.32B
$20.1K ﹤0.01%
931
+3
HNDL icon
2681
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$647M
$20.1K ﹤0.01%
900
DFH icon
2682
Dream Finders Homes
DFH
$1.78B
$20K ﹤0.01%
643
+43
SR icon
2683
Spire
SR
$4.94B
$20K ﹤0.01%
185
-49
GTM
2684
ZoomInfo Technologies
GTM
$3.1B
$20K ﹤0.01%
1,265
-371
GT icon
2685
Goodyear
GT
$2.55B
$19.9K ﹤0.01%
1,085
+116
IMCB icon
2686
iShares Morningstar Mid-Cap ETF
IMCB
$1.38B
$19.9K ﹤0.01%
240
EVLN icon
2687
Eaton Vance Floating-Rate ETF
EVLN
$1.34B
$19.9K ﹤0.01%
+401
AJUL
2688
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$60.7M
$19.9K ﹤0.01%
695
+130
GRAL
2689
GRAIL Inc
GRAL
$3.37B
$19.9K ﹤0.01%
336
-118
CGNG
2690
Capital Group New Geography Equity ETF
CGNG
$1.17B
$19.8K ﹤0.01%
642
HTO
2691
H2O America
HTO
$1.77B
$19.8K ﹤0.01%
407
+175
UGL icon
2692
ProShares Ultra Gold
UGL
$964M
$19.8K ﹤0.01%
430
-370
HUN icon
2693
Huntsman Corp
HUN
$1.72B
$19.8K ﹤0.01%
2,200
-1,461
CBRL icon
2694
Cracker Barrel
CBRL
$584M
$19.7K ﹤0.01%
332
+197
IAC icon
2695
IAC Inc
IAC
$2.98B
0
STRV icon
2696
Strive 500 ETF
STRV
$1.02B
$19.6K ﹤0.01%
454
AOM icon
2697
iShares Core Moderate Allocation ETF
AOM
$1.68B
$19.6K ﹤0.01%
411
ANGO icon
2698
AngioDynamics
ANGO
$557M
$19.5K ﹤0.01%
+1,442
STNG icon
2699
Scorpio Tankers
STNG
$2.67B
$19.4K ﹤0.01%
347
+12
TENB icon
2700
Tenable Holdings
TENB
$2.94B
$19.4K ﹤0.01%
+639