IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,107
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$16M
3
+$15.7M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$14.1M
5
VTV icon
Vanguard Value ETF
VTV
+$10.3M

Top Sells

1
+$22.1M
2
+$20.9M
3
+$19.3M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$16.7M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$16.4M

Sector Composition

1 Technology 11.79%
2 Financials 4.77%
3 Consumer Discretionary 3.56%
4 Industrials 3.32%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RDVY icon
76
First Trust Rising Dividend Achievers ETF
RDVY
$18.5B
$9.01M 0.26%
143,530
+76,012
VBK icon
77
Vanguard Small-Cap Growth ETF
VBK
$21B
$8.95M 0.25%
32,280
+19,638
IBDQ icon
78
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.46B
$8.94M 0.25%
355,174
+6,303
FVD icon
79
First Trust Value Line Dividend Fund
FVD
$8.41B
$8.81M 0.25%
196,989
-13,341
CRWD icon
80
CrowdStrike
CRWD
$131B
$8.78M 0.25%
17,233
+1,919
T icon
81
AT&T
T
$174B
$8.56M 0.24%
292,465
-1,350
IVE icon
82
iShares S&P 500 Value ETF
IVE
$47.3B
$8.49M 0.24%
43,455
+2,818
COWZ icon
83
Pacer US Cash Cows 100 ETF
COWZ
$18.3B
$8.43M 0.24%
152,929
+3,097
FDVV icon
84
Fidelity High Dividend ETF
FDVV
$7.68B
$8.42M 0.24%
161,837
+10,034
XLK icon
85
State Street Technology Select Sector SPDR ETF
XLK
$48.2B
$8.37M 0.24%
33,036
-76,382
HDV icon
86
iShares Core High Dividend ETF
HDV
$11.6B
$8.3M 0.24%
70,822
-853
ABBV icon
87
AbbVie
ABBV
$394B
$8.05M 0.23%
43,087
+1,171
IBM icon
88
IBM
IBM
$290B
$7.97M 0.23%
27,038
-2,640
CVX icon
89
Chevron
CVX
$297B
$7.85M 0.22%
54,793
-7,716
CSCO icon
90
Cisco
CSCO
$314B
$7.63M 0.22%
108,396
-3,114
IYW icon
91
iShares US Technology ETF
IYW
$21.6B
$7.57M 0.22%
43,667
+826
BKLC icon
92
BNY Mellon US Large Cap Core Equity ETF
BKLC
$4.89B
$7.49M 0.21%
63,259
+36,890
VB icon
93
Vanguard Small-Cap ETF
VB
$69.1B
$7.42M 0.21%
31,317
-1,468
IBDS icon
94
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.51B
$7.37M 0.21%
303,559
+16,335
VONG icon
95
Vanguard Russell 1000 Growth ETF
VONG
$35.8B
$7.29M 0.21%
66,722
+6,004
IWY icon
96
iShares Russell Top 200 Growth ETF
IWY
$16.8B
$7.25M 0.21%
29,427
+1,290
FYC icon
97
First Trust Small Cap Growth AlphaDEX Fund
FYC
$709M
$7.24M 0.21%
90,998
+3,762
PLTR icon
98
Palantir
PLTR
$433B
$7.22M 0.21%
42,985
-55,203
PULS icon
99
PGIM Ultra Short Bond ETF
PULS
$13.2B
$7.18M 0.2%
144,370
+67,667
DIA icon
100
SPDR Dow Jones Industrial Average ETF Trust
DIA
$42.7B
$7.13M 0.2%
16,188
-4,273
2 3
4
5 6