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
LPX icon
1276
Louisiana-Pacific
LPX
$5.26B
$248K 0.01%
3,411
+210
FITB
1277
Fifth Third Bancorp
FITB
$45B
$248K 0.01%
5,335
-1,355
GWW icon
1278
W.W. Grainger
GWW
$54.3B
$247K 0.01%
226
-2,009
VTR icon
1279
Ventas
VTR
$39.8B
$246K 0.01%
3,009
-1,260
INGR icon
1280
Ingredion
INGR
$7.11B
$246K 0.01%
2,182
-3
BWA icon
1281
BorgWarner
BWA
$11.6B
$246K 0.01%
4,528
-10,460
HIGH icon
1282
Simplify Enhanced Income ETF
HIGH
$83.1M
$245K 0.01%
11,502
-241
KVUE icon
1283
Kenvue
KVUE
$33.6B
$245K 0.01%
14,224
+1,955
UNM icon
1284
Unum
UNM
$12.5B
$245K 0.01%
3,357
-2,738
SMCI icon
1285
Super Micro Computer
SMCI
$17.5B
$245K 0.01%
10,766
-6,501
AGNC icon
1286
AGNC Investment
AGNC
$12.6B
$245K 0.01%
24,417
+3,610
APRW icon
1287
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$194M
$244K 0.01%
6,911
IMAR icon
1288
Innovator International Developed Power Buffer ETF March
IMAR
$76M
$243K 0.01%
8,380
-870
SNDA icon
1289
Sonida Senior Living
SNDA
$1.71B
$243K 0.01%
+7,526
KAPR icon
1290
Innovator US Small Cap Power Buffer ETF April
KAPR
$204M
$242K 0.01%
6,689
+78
AOR icon
1291
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.46B
$242K 0.01%
3,754
-122
CDW icon
1292
CDW
CDW
$17.3B
$241K 0.01%
1,989
-13
CLX icon
1293
Clorox
CLX
$11.9B
$239K 0.01%
2,308
-3,317
DGRE icon
1294
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$139M
$239K 0.01%
7,209
MDGL icon
1295
Madrigal Pharmaceuticals
MDGL
$11.8B
$239K ﹤0.01%
456
-5
PRI icon
1296
Primerica
PRI
$8.79B
$238K ﹤0.01%
952
-9
FIVE icon
1297
Five Below
FIVE
$12.9B
$238K ﹤0.01%
1,042
+528
YUMC icon
1298
Yum China
YUMC
$17.1B
$238K ﹤0.01%
4,873
-38
NDSN icon
1299
Nordson
NDSN
$15.8B
$238K ﹤0.01%
893
+16
STAG icon
1300
STAG Industrial
STAG
$7.43B
$237K ﹤0.01%
6,580
-44
50 51
52
53 54