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
KNSL icon
1751
Kinsale Capital Group
KNSL
$9.63B
$89.3K ﹤0.01%
+210
VIOO icon
1752
Vanguard S&P Small-Cap 600 ETF
VIOO
$3.41B
$89.1K ﹤0.01%
807
TLTW icon
1753
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.72B
$88.8K ﹤0.01%
+3,800
QPFF
1754
DELISTED
American Century Quality Preferred ETF
QPFF
$88.8K ﹤0.01%
2,488
-541
GFS icon
1755
GlobalFoundries
GFS
$23.8B
$88.7K ﹤0.01%
2,475
+1,578
AVDV icon
1756
Avantis International Small Cap Value ETF
AVDV
$17.3B
$88.7K ﹤0.01%
996
-246
HSIC icon
1757
Henry Schein
HSIC
$9.39B
$88.7K ﹤0.01%
1,336
+385
RNR icon
1758
RenaissanceRe
RNR
$13.2B
$88.6K ﹤0.01%
349
+232
PSN icon
1759
Parsons
PSN
$7.39B
$88.4K ﹤0.01%
1,066
+326
BLSH
1760
Bullish
BLSH
$4.14B
$88.4K ﹤0.01%
+1,389
BMAY icon
1761
Innovator US Equity Buffer ETF May
BMAY
$153M
$88.3K ﹤0.01%
2,015
MRSK icon
1762
Toews Agility Shares Managed Risk ETF
MRSK
$307M
$88K ﹤0.01%
2,470
CLMB icon
1763
Climb Global Solutions
CLMB
$566M
$87.9K ﹤0.01%
652
+108
PAA icon
1764
Plains All American Pipeline
PAA
$13.7B
$87.8K ﹤0.01%
5,146
-3,311
IMFL icon
1765
Invesco International Developed Dynamic Multifactor ETF
IMFL
$738M
$87.5K ﹤0.01%
3,160
+2,632
BXMT icon
1766
Blackstone Mortgage Trust
BXMT
$3.29B
$87.4K ﹤0.01%
4,749
-81
IYLD icon
1767
iShares Morningstar Multi-Asset Income ETF
IYLD
$131M
$87.4K ﹤0.01%
4,106
+3,705
DIM icon
1768
WisdomTree International MidCap Dividend Fund
DIM
$170M
$87.3K ﹤0.01%
1,129
+6
OVB icon
1769
Overlay Shares Core Bond ETF
OVB
$33.5M
$87.2K ﹤0.01%
4,184
-22,719
HEDJ icon
1770
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.83B
$87.1K ﹤0.01%
1,729
BOE icon
1771
BlackRock Enhanced Global Dividend Trust
BOE
$666M
$87K ﹤0.01%
7,522
+162
BEPC icon
1772
Brookfield Renewable
BEPC
$7.53B
$87K ﹤0.01%
2,528
+1
SLGN icon
1773
Silgan Holdings
SLGN
$5.17B
$87K ﹤0.01%
2,023
+528
TTE icon
1774
TotalEnergies
TTE
$158B
$86.5K ﹤0.01%
1,450
-157
SOLT
1775
2x Solana ETF
SOLT
$124M
$86.3K ﹤0.01%
+3,750
69 70
71
72 73