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
REGL icon
2276
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.92B
$34.3K ﹤0.01%
402
-111
AVMC icon
2277
Avantis US Mid Cap Equity ETF
AVMC
$289M
$34.2K ﹤0.01%
492
QLD icon
2278
ProShares Ultra QQQ
QLD
$10.3B
$34.2K ﹤0.01%
498
SOBO
2279
South Bow Corp
SOBO
$6.08B
$34.1K ﹤0.01%
1,206
+1,069
AA icon
2280
Alcoa
AA
$15.3B
$34.1K ﹤0.01%
1,036
+139
OLED icon
2281
Universal Display
OLED
$5.76B
$34K ﹤0.01%
+237
TILE icon
2282
Interface
TILE
$2.02B
$34K ﹤0.01%
1,174
AFK icon
2283
VanEck Africa Index ETF
AFK
$140M
$33.9K ﹤0.01%
+1,389
XDSQ icon
2284
Innovator US Equity Accelerated ETF Quarterly
XDSQ
$70.9M
$33.8K ﹤0.01%
849
+2
SATS icon
2285
EchoStar
SATS
$32.1B
$33.8K ﹤0.01%
443
+392
VONV icon
2286
Vanguard Russell 1000 Value ETF
VONV
$15.5B
$33.8K ﹤0.01%
378
+24
DWM icon
2287
WisdomTree International Equity Fund
DWM
$675M
$33.8K ﹤0.01%
510
+2
PII icon
2288
Polaris
PII
$3.9B
$33.7K ﹤0.01%
580
-1,759
SLI
2289
Standard Lithium
SLI
$1.04B
$33.7K ﹤0.01%
10,000
NVBU
2290
AllianzIM U.S. Equity Buffer15 Uncapped Nov ETF
NVBU
$38.7M
$33.7K ﹤0.01%
1,190
+250
KIE icon
2291
State Street SPDR S&P Insurance ETF
KIE
$510M
$33.6K ﹤0.01%
567
-132
WAT icon
2292
Waters Corp
WAT
$22.7B
$33.6K ﹤0.01%
112
-22
PPBI
2293
DELISTED
Pacific Premier Bancorp
PPBI
$33.6K ﹤0.01%
1,371
+4
ATR icon
2294
AptarGroup
ATR
$8.81B
$33.5K ﹤0.01%
251
+118
HYLS icon
2295
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.79B
$33.4K ﹤0.01%
795
+200
BAM icon
2296
Brookfield Asset Management
BAM
$80B
$33.4K ﹤0.01%
587
+3
CPT icon
2297
Camden Property Trust
CPT
$11.4B
$33.4K ﹤0.01%
313
-9
NZF icon
2298
Nuveen Municipal Credit Income Fund
NZF
$2.47B
$33.4K ﹤0.01%
2,660
EQRR icon
2299
ProShares Equities for Rising Rates ETF
EQRR
$11.7M
$33.3K ﹤0.01%
527
+2
FMNY icon
2300
First Trust New York Municipal High Income ETF
FMNY
$29.6M
$33.2K ﹤0.01%
1,255
90 91
92
93 94