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
$3.88B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,247
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
+$11.7M
3
+$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M
5
ALK icon
Alaska Air
ALK
+$8.98M

Sector Composition

1 Technology 11.75%
2 Financials 4.5%
3 Consumer Discretionary 3.45%
4 Healthcare 3.3%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BMAY icon
1801
Innovator US Equity Buffer ETF May
BMAY
$156M
$88.3K ﹤0.01%
2,015
BEPC icon
1802
Brookfield Renewable
BEPC
$6.97B
$88.2K ﹤0.01%
2,493
-34
MRSK icon
1803
Toews Agility Shares Managed Risk ETF
MRSK
$323M
$88K ﹤0.01%
2,470
PAA icon
1804
Plains All American Pipeline
PAA
$12.4B
$87.8K ﹤0.01%
5,147
-3,310
DXC icon
1805
DXC Technology
DXC
$2.63B
$87.7K ﹤0.01%
5,266
-464
PZZA icon
1806
Papa John's
PZZA
$1.34B
$87.5K ﹤0.01%
1,205
-6,308
BXMT icon
1807
Blackstone Mortgage Trust
BXMT
$3.38B
$87.5K ﹤0.01%
4,751
-79
IMFL icon
1808
Invesco International Developed Dynamic Multifactor ETF
IMFL
$668M
$87.5K ﹤0.01%
3,160
+2,632
IYLD icon
1809
iShares Morningstar Multi-Asset Income ETF
IYLD
$121M
$87.4K ﹤0.01%
4,106
+3,705
DIM icon
1810
WisdomTree International MidCap Dividend Fund
DIM
$161M
$87.4K ﹤0.01%
1,130
+7
OVB icon
1811
Overlay Shares Core Bond ETF
OVB
$33.1M
$87.2K ﹤0.01%
4,185
-22,718
HEDJ icon
1812
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.77B
$87.2K ﹤0.01%
1,730
+1
BOE icon
1813
BlackRock Enhanced Global Dividend Trust
BOE
$646M
$87K ﹤0.01%
7,522
+162
ON icon
1814
ON Semiconductor
ON
$22B
$86.7K ﹤0.01%
850
-1,012
TTE icon
1815
TotalEnergies
TTE
$137B
$86.5K ﹤0.01%
1,450
-157
SOLT
1816
2x Solana ETF
SOLT
$299M
$86.3K ﹤0.01%
+3,750
GSRT
1817
DELISTED
GSR III Acquisition Corp
GSRT
$86K ﹤0.01%
8,300
+3,500
BSMQ icon
1818
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$302M
$85.7K ﹤0.01%
3,629
+2,500
LAMR icon
1819
Lamar Advertising Co
LAMR
$13B
$85.7K ﹤0.01%
700
-3
TATT icon
1820
TAT Technologies
TATT
$516M
$85.6K ﹤0.01%
1,944
IBMS
1821
iShares iBonds Dec 2030 Term Muni Bond ETF
IBMS
$204M
$85.5K ﹤0.01%
3,278
COMB icon
1822
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF
COMB
$110M
$85.4K ﹤0.01%
3,915
AWF
1823
AllianceBernstein Global High Income Fund
AWF
$920M
$85.3K ﹤0.01%
7,610
SVOL icon
1824
Simplify Volatility Premium ETF
SVOL
$653M
$85.3K ﹤0.01%
4,736
+77
BUFG icon
1825
FT Vest Buffered Allocation Growth ETF
BUFG
$295M
$85.1K ﹤0.01%
3,160
+383
71 72
73
74 75