IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
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 3.28%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JBTM
2901
JBT Marel
JBTM
$6.59B
$9.97K ﹤0.01%
+71
RZLV
2902
Rezolve AI
RZLV
$997M
$9.96K ﹤0.01%
2,000
MTGP icon
2903
WisdomTree Mortgage Plus Bond Fund
MTGP
$66.2M
$9.94K ﹤0.01%
223
IGD
2904
Voya Global Equity Dividend and Premium Opportunity Fund
IGD
$450M
$9.93K ﹤0.01%
1,675
BURL icon
2905
Burlington
BURL
$20.4B
$9.93K ﹤0.01%
+39
EOSE icon
2906
Eos Energy Enterprises
EOSE
$1.63B
$9.92K ﹤0.01%
871
-12
IPO icon
2907
Renaissance IPO ETF
IPO
$123M
$9.91K ﹤0.01%
200
GLOF icon
2908
iShares Global Equity Factor ETF
GLOF
$165M
$9.91K ﹤0.01%
192
+49
XMPT icon
2909
VanEck CEF Muni Income ETF
XMPT
$203M
$9.89K ﹤0.01%
452
+7
SBH icon
2910
Sally Beauty Holdings
SBH
$1.35B
$9.88K ﹤0.01%
607
-848
KURA icon
2911
Kura Oncology
KURA
$730M
$9.86K ﹤0.01%
1,114
+875
LFUS icon
2912
Littelfuse
LFUS
$8.36B
$9.84K ﹤0.01%
38
+2
LRGF icon
2913
iShares US Equity Factor ETF
LRGF
$2.92B
$9.81K ﹤0.01%
142
SENS icon
2914
Senseonics Holdings Inc
SENS
$276M
$9.81K ﹤0.01%
1,125
-1,250
FYT icon
2915
First Trust Small Cap Value AlphaDEX Fund
FYT
$153M
$9.78K ﹤0.01%
175
ACIO icon
2916
Aptus Collared Investment Opportunity ETF
ACIO
$2.1B
$9.77K ﹤0.01%
225
-249
LEN.B icon
2917
Lennar Class B
LEN.B
$20.8B
$9.72K ﹤0.01%
81
-8
VSAT icon
2918
Viasat
VSAT
$6.3B
$9.67K ﹤0.01%
330
EVER icon
2919
EverQuote
EVER
$564M
$9.65K ﹤0.01%
422
+6
IVES
2920
Dan IVES Wedbush AI Revolution ETF
IVES
$856M
$9.64K ﹤0.01%
+300
MXI icon
2921
iShares Global Materials ETF
MXI
$344M
$9.62K ﹤0.01%
104
FFLG icon
2922
Fidelity Fundamental Large Cap Growth ETF
FFLG
$477M
$9.58K ﹤0.01%
325
FRO icon
2923
Frontline
FRO
$7.65B
$9.57K ﹤0.01%
420
PSTL
2924
Postal Realty Trust
PSTL
$507M
$9.57K ﹤0.01%
610
+90
SEIV icon
2925
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$1.16B
$9.57K ﹤0.01%
246
115 116
117
118 119