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
FIX icon
851
Comfort Systems
FIX
$43.4B
$517K 0.01%
627
+152
IBTL icon
852
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$515M
$516K 0.01%
25,088
-65,395
STX icon
853
Seagate
STX
$93.6B
$515K 0.01%
2,182
+1,186
DOCT icon
854
FT Vest US Equity Deep Buffer ETF October
DOCT
$374M
$511K 0.01%
11,830
+142
GIS icon
855
General Mills
GIS
$25.5B
$506K 0.01%
10,038
+3,313
ADSK icon
856
Autodesk
ADSK
$51B
$505K 0.01%
1,591
-531
NET icon
857
Cloudflare
NET
$60.7B
$505K 0.01%
2,353
+304
ETHA
858
iShares Ethereum Trust ETF
ETHA
$1.19B
$504K 0.01%
15,989
+10,268
SOUN icon
859
SoundHound AI
SOUN
$3.6B
$504K 0.01%
31,316
-11,990
XBAP icon
860
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$133M
$503K 0.01%
13,281
-80
HUBB icon
861
Hubbell
HUBB
$26.8B
$502K 0.01%
1,166
+263
EZBC icon
862
Franklin Bitcoin ETF
EZBC
$411M
$501K 0.01%
+7,564
ZS icon
863
Zscaler
ZS
$26.7B
$500K 0.01%
1,670
+72
AM icon
864
Antero Midstream
AM
$9.13B
$500K 0.01%
25,695
+3,533
DG icon
865
Dollar General
DG
$32.3B
$496K 0.01%
4,803
+356
RBLX icon
866
Roblox
RBLX
$46.6B
$496K 0.01%
3,583
+827
DAUG icon
867
FT Vest US Equity Deep Buffer ETF August
DAUG
$350M
$493K 0.01%
11,307
+1,424
GPC icon
868
Genuine Parts
GPC
$20.7B
$492K 0.01%
3,552
-210
PHM icon
869
Pultegroup
PHM
$26B
$492K 0.01%
3,725
-863
IBN icon
870
ICICI Bank
IBN
$112B
$492K 0.01%
16,281
+1,405
FOCT icon
871
FT Vest US Equity Buffer ETF October
FOCT
$1.11B
$491K 0.01%
10,332
GSK icon
872
GSK
GSK
$121B
$486K 0.01%
11,269
-996
PWR icon
873
Quanta Services
PWR
$75.8B
$486K 0.01%
1,173
-135
DON icon
874
WisdomTree US MidCap Dividend Fund
DON
$3.96B
$485K 0.01%
9,282
+538
BR icon
875
Broadridge
BR
$21.2B
$482K 0.01%
2,022
-114
33 34
35
36 37