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
S icon
1201
SentinelOne
S
$4.49B
$239K 0.01%
13,599
+4,049
PHG icon
1202
Philips
PHG
$28B
$239K 0.01%
8,775
-41
IYC icon
1203
iShares US Consumer Discretionary ETF
IYC
$1.44B
$239K 0.01%
2,277
+61
SHYD icon
1204
VanEck Short High Yield Muni ETF
SHYD
$403M
$239K 0.01%
10,418
APRW icon
1205
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$169M
$237K 0.01%
6,911
MAS icon
1206
Masco
MAS
$15.1B
$236K 0.01%
3,349
+586
VV icon
1207
Vanguard Large-Cap ETF
VV
$47.7B
$235K 0.01%
762
+309
OPRA
1208
Opera Ltd
OPRA
$1.14B
$234K 0.01%
11,350
+6,350
HSY icon
1209
Hershey
HSY
$47B
$234K 0.01%
1,251
-5,737
FHLC icon
1210
Fidelity MSCI Health Care Index ETF
FHLC
$2.86B
$234K 0.01%
3,498
+634
FNOV icon
1211
FT Vest US Equity Buffer ETF November
FNOV
$1.15B
$233K 0.01%
4,399
-15,338
SSNC icon
1212
SS&C Technologies
SSNC
$18.9B
$232K 0.01%
2,611
-764
BUFZ icon
1213
FT Vest Laddered Moderate Buffer ETF
BUFZ
$796M
$232K 0.01%
8,946
ESTC icon
1214
Elastic
ESTC
$6.23B
$231K 0.01%
2,734
-212
IEV icon
1215
iShares Europe ETF
IEV
$1.74B
$229K 0.01%
3,498
+669
XMMO icon
1216
Invesco S&P MidCap Momentum ETF
XMMO
$5.45B
$228K 0.01%
1,685
+969
WING icon
1217
Wingstop
WING
$7.34B
$228K 0.01%
905
-130
B
1218
Barrick Mining
B
$75.7B
$227K 0.01%
6,926
-6,904
XBJA icon
1219
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$91M
$227K 0.01%
7,252
-2,500
SNEX icon
1220
StoneX
SNEX
$6.32B
$226K 0.01%
2,237
+1,695
TCHP icon
1221
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.79B
$225K 0.01%
4,610
-20,510
XJUL icon
1222
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$46.2M
$225K 0.01%
5,858
IRM icon
1223
Iron Mountain
IRM
$28.3B
$224K 0.01%
2,200
-1,327
HSBC icon
1224
HSBC
HSBC
$307B
$224K 0.01%
3,157
-324
RODM icon
1225
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.4B
$224K 0.01%
6,306
+196
47 48
49
50 51