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 Trust iShares 0-1 Year 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
EALT icon
1726
Innovator US Equity 5 to 15 Buffer ETF Quarterly
EALT
$165M
$85.4K ﹤0.01%
+2,621
HTZ icon
1727
Hertz
HTZ
$1.6B
$85.4K ﹤0.01%
+12,500
LAMR icon
1728
Lamar Advertising Co
LAMR
$12.9B
$85.3K ﹤0.01%
703
+529
DJIA icon
1729
Global X Dow 30 Covered Call ETF
DJIA
$145M
$85.2K ﹤0.01%
+3,930
BMAY icon
1730
Innovator US Equity Buffer ETF May
BMAY
$156M
$85K ﹤0.01%
2,015
+918
FDRR icon
1731
Fidelity Dividend ETF for Rising Rates
FDRR
$648M
$85K ﹤0.01%
1,566
+8
SRPT icon
1732
Sarepta Therapeutics
SRPT
$2.2B
$84.9K ﹤0.01%
4,673
+2,807
MUR icon
1733
Murphy Oil
MUR
$4.51B
$84.9K ﹤0.01%
3,735
-1,321
SWK icon
1734
Stanley Black & Decker
SWK
$11.3B
$84.9K ﹤0.01%
729
-429
HBI
1735
DELISTED
Hanesbrands
HBI
$84.8K ﹤0.01%
18,518
+2,208
RDNT icon
1736
RadNet
RDNT
$5.93B
$84.8K ﹤0.01%
1,114
-650
DIM icon
1737
WisdomTree International MidCap Dividend Fund
DIM
$161M
$84.6K ﹤0.01%
+1,123
SMG icon
1738
ScottsMiracle-Gro
SMG
$3.4B
$84.3K ﹤0.01%
1,278
+486
IBMS
1739
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$204M
$84.1K ﹤0.01%
3,278
GLXY
1740
Galaxy Digital Inc
GLXY
$4.61B
$83.9K ﹤0.01%
+3,833
AWF
1741
AllianceBernstein Global High Income Fund
AWF
$920M
$83.9K ﹤0.01%
7,610
CBTJ
1742
Calamos Bitcoin 80 Series Structured Alt Protection ETF - January
CBTJ
$35.6M
$83.6K ﹤0.01%
3,090
+440
BOE icon
1743
BlackRock Enhanced Global Dividend Trust
BOE
$652M
$83.5K ﹤0.01%
7,360
-685
UTG icon
1744
Reaves Utility Income Fund
UTG
$3.22B
$83.5K ﹤0.01%
2,307
-2,487
KWEB icon
1745
KraneShares CSI China Internet ETF
KWEB
$8.79B
$83.3K ﹤0.01%
2,427
-1,100
FXN icon
1746
First Trust Energy AlphaDEX Fund
FXN
$267M
$83.2K ﹤0.01%
5,482
-763
HYLB icon
1747
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$4.01B
$83.2K ﹤0.01%
2,254
+342
HEDJ icon
1748
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.77B
$83.2K ﹤0.01%
1,729
+529
MUST icon
1749
Columbia Multi-Sector Municipal Income ETF
MUST
$517M
$83.2K ﹤0.01%
+4,134
ZDEK
1750
Innovator Equity Defined Protection ETF - 1 Yr December
ZDEK
$118M
$83.1K ﹤0.01%
3,388
+990
68 69
70
71 72