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
$3.52B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,107
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$16M
3 +$15.7M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$14.1M
5
VTV icon
Vanguard Value ETF
VTV
+$10.3M

Sector Composition

1 Technology 11.79%
2 Financials 4.77%
3 Consumer Discretionary 3.56%
4 Industrials 3.32%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GMAY icon
2751
FT Vest US Equity Moderate Buffer ETF May
GMAY
$308M
$13.7K ﹤0.01%
+350
SLAB icon
2752
Silicon Laboratories
SLAB
$4.44B
-5
EPC icon
2753
Edgewell Personal Care
EPC
$814M
0
SBH icon
2754
Sally Beauty Holdings
SBH
$1.5B
$13.7K ﹤0.01%
1,455
+214
QDIV icon
2755
Global X S&P 500 Quality Dividend ETF
QDIV
$30.7M
$13.6K ﹤0.01%
+402
DNLI icon
2756
Denali Therapeutics
DNLI
$2.63B
0
PTMC icon
2757
Pacer Trendpilot US Mid Cap ETF
PTMC
$401M
$13.5K ﹤0.01%
386
CSV icon
2758
Carriage Services
CSV
$681M
$13.4K ﹤0.01%
246
-27
ALKT icon
2759
Alkami Technology
ALKT
$2.39B
-4
CIM
2760
Chimera Investment
CIM
$1.07B
$13.4K ﹤0.01%
967
+116
CALX icon
2761
Calix
CALX
$3.62B
-17
CE icon
2762
Celanese
CE
$4.63B
$13.3K ﹤0.01%
52
-98
FMS icon
2763
Fresenius Medical Care
FMS
$13.6B
$13.3K ﹤0.01%
464
CLSK icon
2764
CleanSpark
CLSK
$3.07B
$13.2K ﹤0.01%
80
-228
QXO
2765
QXO Inc
QXO
$14.7B
-127
ADT icon
2766
ADT
ADT
$6.66B
$13.2K ﹤0.01%
215
-633
KYMR icon
2767
Kymera Therapeutics
KYMR
$6.72B
$13.1K ﹤0.01%
+69
LJUL
2768
Innovator Premium Income 15 Buffer ETF - July
LJUL
$7.81M
$13.1K ﹤0.01%
+552
CBSH icon
2769
Commerce Bancshares
CBSH
$7.34B
$13.1K ﹤0.01%
169
+102
CATY icon
2770
Cathay General Bancorp
CATY
$3.43B
0
STNG icon
2771
Scorpio Tankers
STNG
$2.65B
$13.1K ﹤0.01%
335
+299
JPEM icon
2772
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$372M
$13.1K ﹤0.01%
232
+3
IDU icon
2773
iShares US Utilities ETF
IDU
$1.74B
$13.1K ﹤0.01%
125
-50
SCCO icon
2774
Southern Copper
SCCO
$118B
-754
DV icon
2775
DoubleVerify
DV
$1.82B
$13K ﹤0.01%
871
+794