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
FLJP icon
976
Franklin FTSE Japan ETF
FLJP
$3.38B
$482K 0.01%
13,324
+1,554
JTEK icon
977
JPMorgan US Tech Leaders ETF
JTEK
$3.64B
$481K 0.01%
6,053
+746
TOL icon
978
Toll Brothers
TOL
$13.9B
$481K 0.01%
3,526
+326
PINS icon
979
Pinterest
PINS
$11.5B
$480K 0.01%
26,185
-4,042
DTCR icon
980
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.56B
$478K 0.01%
19,969
-1,128
ACYN
981
FT Vest Laddered Autocallable Barrier & Income ETF
ACYN
$156M
$478K 0.01%
+23,462
EOCT icon
982
Innovator Emerging Markets Power Buffer ETF October
EOCT
$114M
$478K 0.01%
14,955
+1,764
BKH icon
983
Black Hills Corp
BKH
$5.64B
$477K 0.01%
6,876
-42
QSPT icon
984
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$592M
$477K 0.01%
15,568
+1,109
IBDZ
985
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$840M
$474K 0.01%
18,197
+183
DAUG icon
986
FT Vest US Equity Deep Buffer ETF August
DAUG
$356M
$474K 0.01%
10,882
MLPB icon
987
ETRACS Alerian MLP Infrastructure Index ETN Series B due Apr 2 2040
MLPB
$231M
$473K 0.01%
16,310
VCR icon
988
Vanguard Consumer Discretionary ETF
VCR
$6.15B
$473K 0.01%
1,318
-88
IWV icon
989
iShares Russell 3000 ETF
IWV
$18.8B
$473K 0.01%
1,276
+220
DDWM icon
990
WisdomTree Dynamic International Equity Fund
DDWM
$1.34B
$472K 0.01%
10,711
-2,511
RBRK icon
991
Rubrik
RBRK
$10.8B
$472K 0.01%
9,641
+805
HPQ icon
992
HP
HPQ
$18.1B
$470K 0.01%
24,484
+335
INOV icon
993
Innovator International Developed Power Buffer ETF November
INOV
$55.5M
$470K 0.01%
13,554
+1,416
UBSI icon
994
United Bankshares
UBSI
$5.99B
$469K 0.01%
11,335
+438
GEN icon
995
Gen Digital
GEN
$11.5B
$469K 0.01%
24,922
+20,606
EMXC icon
996
iShares MSCI Emerging Markets ex China ETF
EMXC
$21.7B
$469K 0.01%
5,957
-277
PNW icon
997
Pinnacle West Capital
PNW
$12.4B
$467K 0.01%
4,634
-133
HLT icon
998
Hilton Worldwide
HLT
$76.8B
$465K 0.01%
1,530
+126
PSA icon
999
Public Storage
PSA
$54.1B
$463K 0.01%
1,710
-1,699
DELL icon
1000
Dell
DELL
$140B
$462K 0.01%
2,815
+55
38 39
40
41 42