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
BBWI icon
651
Bath & Body Works
BBWI
$3.59B
$890K 0.02%
34,547
+29,573
FMB icon
652
First Trust Managed Municipal ETF
FMB
$1.95B
$885K 0.02%
17,457
+1,627
DTH icon
653
WisdomTree International High Dividend Fund
DTH
$613M
$881K 0.02%
17,931
-3,009
SCHH icon
654
Schwab US REIT ETF
SCHH
$9.05B
$880K 0.02%
40,799
+4,645
CTVA icon
655
Corteva
CTVA
$55.5B
$878K 0.02%
12,988
+2,008
PTL icon
656
Inspire 500 ETF
PTL
$669M
$878K 0.02%
3,524
+31
COR icon
657
Cencora
COR
$61.9B
$878K 0.02%
2,809
+1,034
MMTM icon
658
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$150M
$873K 0.02%
3,057
-738
RMIF icon
659
LHA Risk-Managed Income ETF
RMIF
$27.4M
$872K 0.02%
34,910
+99
GMED icon
660
Globus Medical
GMED
$11.7B
$872K 0.02%
15,225
+309
FJUL icon
661
FT Vest US Equity Buffer ETF July
FJUL
$1.16B
$872K 0.02%
15,929
+11,932
IGIB icon
662
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.7B
$868K 0.02%
16,055
+14,270
MMYT icon
663
MakeMyTrip
MMYT
$3.79B
$865K 0.02%
9,239
VOOG icon
664
Vanguard S&P 500 Growth ETF
VOOG
$20.4B
$864K 0.02%
1,985
+653
BTI icon
665
British American Tobacco
BTI
$126B
$860K 0.02%
16,200
-1,400
JMUB icon
666
JPMorgan Municipal ETF
JMUB
$7.03B
$857K 0.02%
16,974
+2,223
F icon
667
Ford
F
$46.3B
$856K 0.02%
71,531
-3,362
IBDX icon
668
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.61B
$850K 0.02%
33,176
+888
TPHD icon
669
Timothy Plan High Dividend Stock ETF
TPHD
$336M
$845K 0.02%
21,493
-257
SHLD icon
670
Global X Defense Tech ETF
SHLD
$8.17B
$843K 0.02%
12,004
+3,005
ANGL icon
671
VanEck Fallen Angel High Yield Bond ETF
ANGL
$2.96B
$843K 0.02%
28,356
+1,817
HYS icon
672
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.59B
$842K 0.02%
8,804
+4,938
EIX icon
673
Edison International
EIX
$27.2B
$842K 0.02%
15,236
+11,452
GURU icon
674
Global X Guru Index ETF
GURU
$53.2M
$840K 0.02%
14,103
+309
CRDO icon
675
Credo Technology Group
CRDO
$17.8B
$839K 0.02%
5,765
-983
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