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

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
POR icon
2376
Portland General Electric
POR
$5.37B
$27.1K ﹤0.01%
668
+620
FLR icon
2377
Fluor
FLR
$6.59B
$27.1K ﹤0.01%
+529
FULT icon
2378
Fulton Financial
FULT
$3.65B
$27.1K ﹤0.01%
641
+610
YYY icon
2379
Amplify CEF High Income ETF
YYY
$661M
$27.1K ﹤0.01%
2,315
TFX icon
2380
Teleflex
TFX
$5.39B
$27.1K ﹤0.01%
157
-120
JVAL icon
2381
JPMorgan US Value Factor ETF
JVAL
$587M
$27.1K ﹤0.01%
+612
FIVE icon
2382
Five Below
FIVE
$10B
$27K ﹤0.01%
196
+170
PMBS
2383
PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
PMBS
$945M
$27K ﹤0.01%
550
JAZZ icon
2384
Jazz Pharmaceuticals
JAZZ
$10.1B
$26.8K ﹤0.01%
153
-39
RDOG icon
2385
ALPS REIT Dividend Dogs ETF
RDOG
$8.91M
$26.8K ﹤0.01%
750
PJP icon
2386
Invesco Pharmaceuticals ETF
PJP
$317M
$26.8K ﹤0.01%
335
BRBR icon
2387
BellRing Brands
BRBR
$3.44B
$26.7K ﹤0.01%
461
-2,430
APIE icon
2388
ActivePassive International Equity ETF
APIE
$960M
$26.6K ﹤0.01%
798
-77
BSMQ icon
2389
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$303M
$26.6K ﹤0.01%
1,129
-677
TACK icon
2390
Fairlead Tactical Sector ETF
TACK
$273M
$26.5K ﹤0.01%
940
-2,317
EGO icon
2391
Eldorado Gold
EGO
$7.14B
$26.5K ﹤0.01%
1,302
AA icon
2392
Alcoa
AA
$13.3B
$26.5K ﹤0.01%
897
+822
SNN icon
2393
Smith & Nephew
SNN
$13.9B
$26.3K ﹤0.01%
859
-7
RSSX
2394
Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX
$39.6M
$26.2K ﹤0.01%
+1,250
VCRB icon
2395
Vanguard Core Bond ETF
VCRB
$4.77B
$26.1K ﹤0.01%
336
-5
EXG icon
2396
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.85B
$26K ﹤0.01%
2,971
+1,271
RGTI icon
2397
Rigetti Computing
RGTI
$7.84B
$26K ﹤0.01%
2,190
+1,300
RSPG icon
2398
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$414M
$25.9K ﹤0.01%
348
LNW
2399
DELISTED
Light & Wonder
LNW
$25.9K ﹤0.01%
269
+179
PAGS icon
2400
PagSeguro Digital
PAGS
$2.78B
$25.9K ﹤0.01%
2,274
+134