IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
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
+$19.9M
2
+$13M
3
+$11.8M
4
WCMI
First Trust WCM International Equity ETF
WCMI
+$10.7M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$8.96M

Top Sells

1
+$23.7M
2
+$11M
3
+$10M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.95M
5
VTV icon
Vanguard Value ETF
VTV
+$7.79M

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
NUMV icon
2951
Nuveen ESG Mid-Cap Value ETF
NUMV
$450M
$9.02K ﹤0.01%
233
+16
UAN icon
2952
CVR Partners
UAN
$1.08B
$9.01K ﹤0.01%
100
FRME icon
2953
First Merchants
FRME
$2.67B
$9.01K ﹤0.01%
239
+21
DISO icon
2954
YieldMax DIS Option Income Strategy ETF
DISO
$22M
$8.99K ﹤0.01%
700
BSRR icon
2955
Sierra Bancorp
BSRR
$503M
$8.99K ﹤0.01%
311
+25
BFH icon
2956
Bread Financial
BFH
$3.51B
$8.98K ﹤0.01%
161
+24
PTLO icon
2957
Portillo's
PTLO
$429M
$8.97K ﹤0.01%
1,390
-5
EYLD icon
2958
Cambria Emerging Shareholder Yield ETF
EYLD
$704M
$8.96K ﹤0.01%
241
+3
TECK icon
2959
Teck Resources
TECK
$26.9B
$8.95K ﹤0.01%
204
+75
WK icon
2960
Workiva
WK
$3.92B
$8.95K ﹤0.01%
104
+68
ZECP icon
2961
Zacks Earnings Consistent Portfolio ETF
ZECP
$305M
$8.88K ﹤0.01%
264
-294
QYLG icon
2962
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$138M
$8.8K ﹤0.01%
300
-4,855
CTXR icon
2963
Citius Pharmaceuticals
CTXR
$16.9M
$8.78K ﹤0.01%
7,083
CRC icon
2964
California Resources
CRC
$4.95B
$8.78K ﹤0.01%
165
+8
CMPR icon
2965
Cimpress
CMPR
$1.84B
$8.76K ﹤0.01%
139
+15
MRCY icon
2966
Mercury Systems
MRCY
$4.93B
$8.75K ﹤0.01%
113
+82
JFLX
2967
JPMorgan Flexible Debt ETF
JFLX
$1.25B
$8.74K ﹤0.01%
+174
MSFO icon
2968
YieldMax MSFT Option Income Strategy ETF
MSFO
$96.3M
$8.71K ﹤0.01%
500
VFLO icon
2969
VictoryShares Free Cash Flow ETF
VFLO
$6.03B
$8.7K ﹤0.01%
232
OTF
2970
Blue Owl Technology Finance Corp
OTF
$5.72B
$8.68K ﹤0.01%
628
+314
ALX
2971
Alexander's
ALX
$1.3B
$8.68K ﹤0.01%
37
+5
XRPI
2972
Volatility Shares Trust XRP ETF
XRPI
$105M
$8.68K ﹤0.01%
+502
OMAH
2973
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$701M
$8.67K ﹤0.01%
450
+150
SN icon
2974
SharkNinja
SN
$16.5B
$8.66K ﹤0.01%
+84
NVTS icon
2975
Navitas Semiconductor
NVTS
$2.04B
$8.66K ﹤0.01%
1,200
117 118
119
120 121