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
RF icon
1001
Regions Financial
RF
$26.8B
$357K 0.01%
13,529
+451
FIDI icon
1002
Fidelity International High Dividend ETF
FIDI
$255M
$357K 0.01%
14,581
+4,729
CROX icon
1003
Crocs
CROX
$4.45B
$356K 0.01%
4,260
+318
ITT icon
1004
ITT
ITT
$17.8B
$356K 0.01%
1,991
+215
AFRM icon
1005
Affirm
AFRM
$18.8B
$355K 0.01%
4,851
+332
CHWY icon
1006
Chewy
CHWY
$11.6B
$355K 0.01%
8,764
+1,771
ABNB icon
1007
Airbnb
ABNB
$74.1B
$354K 0.01%
2,914
+516
PPC icon
1008
Pilgrim's Pride
PPC
$10.3B
$353K 0.01%
8,673
+381
PGY icon
1009
Pagaya Technologies
PGY
$1.5B
$353K 0.01%
11,886
+2,036
ACIW icon
1010
ACI Worldwide
ACIW
$4.36B
$352K 0.01%
6,676
-2,425
SDVY icon
1011
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10.6B
$352K 0.01%
9,266
-10,700
ACWX icon
1012
iShares MSCI ACWI ex US ETF
ACWX
$8.83B
$351K 0.01%
5,398
+9
IOO icon
1013
iShares Global 100 ETF
IOO
$8.13B
$349K 0.01%
2,906
-159
SCHI icon
1014
Schwab 5-10 Year Corporate Bond ETF
SCHI
$10.3B
$348K 0.01%
15,077
+4,166
NBIX icon
1015
Neurocrine Biosciences
NBIX
$14.1B
$347K 0.01%
2,475
+303
TTEK icon
1016
Tetra Tech
TTEK
$10.8B
$346K 0.01%
10,380
+424
INSM icon
1017
Insmed
INSM
$32B
$346K 0.01%
2,404
-19
TEM
1018
Tempus AI
TEM
$9.77B
$345K 0.01%
4,274
+2,494
FITB
1019
DELISTED
Fifth Third Bancorp
FITB
$343K 0.01%
7,699
+166
SPTM icon
1020
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$12.1B
$343K 0.01%
4,248
-169
DFGR icon
1021
Dimensional Global Real Estate ETF
DFGR
$3.17B
$342K 0.01%
12,516
+7,206
CRS icon
1022
Carpenter Technology
CRS
$18.2B
$340K 0.01%
1,383
-729
ANSS
1023
DELISTED
Ansys
ANSS
$339K 0.01%
907
+258
BFOR icon
1024
Barron's 400 ETF
BFOR
$206M
$339K 0.01%
4,180
CNI icon
1025
Canadian National Railway
CNI
$62B
$339K 0.01%
3,598
+16
39 40
41
42 43