IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.82B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,221
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$20.6M
3
+$15.9M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.8M
5
AAPL icon
Apple
AAPL
+$13.7M

Top Sells

1
+$16.8M
2
+$15.1M
3
+$9.48M
4
HDV
iShares Core High Dividend ETF
HDV
+$8.96M
5
IBDQ
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$8.07M

Sector Composition

1 Technology 12.07%
2 Communication Services 4.19%
3 Financials 4.06%
4 Industrials 3.89%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MOS icon
676
The Mosaic Company
MOS
$7.63B
$1.02M 0.02%
40,165
+37,877
IWR icon
677
iShares Russell Mid-Cap ETF
IWR
$52B
$1.02M 0.02%
10,515
-647
AFL icon
678
Aflac
AFL
$59.1B
$1.02M 0.02%
9,316
+429
BDX icon
679
Becton Dickinson
BDX
$43.3B
$1.02M 0.02%
6,498
-3,990
FTSL icon
680
First Trust Senior Loan Fund ETF
FTSL
$2.26B
$1.02M 0.02%
22,737
-1,836
PYLD icon
681
PIMCO Multi Sector Bond Active ETF
PYLD
$12.7B
$1.02M 0.02%
38,861
-10,309
VGSH icon
682
Vanguard Short-Term Treasury ETF
VGSH
$29B
$1.02M 0.02%
17,374
+5,813
FAD icon
683
First Trust Multi Cap Growth AlphaDEX Fund
FAD
$443M
$1.02M 0.02%
6,397
+129
JSML icon
684
Janus Henderson Small Cap Growth Alpha ETF
JSML
$317M
$1.01M 0.02%
14,422
+6,101
IQLT icon
685
iShares MSCI Intl Quality Factor ETF
IQLT
$12.9B
$1.01M 0.02%
21,829
-2,084
FLOT icon
686
iShares Floating Rate Bond ETF
FLOT
$9.26B
$1.01M 0.02%
19,773
-1,245
IAPR icon
687
Innovator International Developed Power Buffer ETF April
IAPR
$206M
$1.01M 0.02%
31,752
-4,923
BSCS icon
688
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.44B
$1.01M 0.02%
49,235
-12,114
MGV icon
689
Vanguard Mega Cap Value ETF
MGV
$11.7B
$1.01M 0.02%
6,934
+577
KMB icon
690
Kimberly-Clark
KMB
$32.5B
$1M 0.02%
10,403
-3,891
FAAR icon
691
First Trust Alternative Absolute Return Strategy ETF
FAAR
$165M
$1M 0.02%
29,733
-14,035
TFI icon
692
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.08B
$1M 0.02%
22,064
+53
BX icon
693
Blackstone
BX
$95.6B
$995K 0.02%
8,653
+3,154
HOOD icon
694
Robinhood
HOOD
$76.3B
$992K 0.02%
14,311
+1,106
SPMO icon
695
Invesco S&P 500 Momentum ETF
SPMO
$15.5B
$991K 0.02%
8,840
-1,391
EME icon
696
Emcor
EME
$38.7B
$990K 0.02%
1,341
-41
GILD icon
697
Gilead Sciences
GILD
$162B
$989K 0.02%
7,093
-3,046
DTH icon
698
WisdomTree International High Dividend Fund
DTH
$680M
$982K 0.02%
18,164
-695
RCL icon
699
Royal Caribbean
RCL
$71.3B
$982K 0.02%
3,568
+29
NFG icon
700
National Fuel Gas
NFG
$8.38B
$979K 0.02%
10,423
+7,881
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