IFP Advisors’s SMI 3Fourteen REAL Asset Allocation ETF RAA Stock Holding History

IFP Advisors’s Portfolio RAA Stock Details RAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.52M	Sell	50,887 -595	-1%	-$17.8K	0.03%	599
2026 Q2	$1.52M	Buy	51,482 +430	+0.8%	+$12.7K	0.03%	580
2026 Q1	$1.41M	Buy	51,052 +1,519	+3%	+$42.8K	0.03%	566
2025 Q4	$1.36M	Sell	49,533 -1,168	-2%	-$32.2K	0.03%	541
2025 Q3	$1.38M	Sell	50,701 -874	-2%	-$23K	0.04%	495
2025 Q2	$1.32M	Buy	51,575 +6,966	+16%	+$170K	0.04%	493
2025 Q1	$1.08M	Buy	+44,609	New	+$1.09M	0.03%	535

Other funds holding RAA

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

IFP Advisors's RAA Position: Q3 2026 in Review

IFP Advisors reduced its SMI 3Fourteen REAL Asset Allocation ETF (RAA) stake by 1.2% in Q3 2026, selling an estimated $17.8K and leaving 50,887 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #599.

IFP Advisors first reported a position in RAA in Q1 2025 and has held it in 7 quarters since. 3 funds tracked by Wall St. Rank hold RAA as of Q3 2026.

IFP Advisors held 50,887 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $1.52M as of Q3 2026.
IFP Advisors sold 595 SMI 3Fourteen REAL Asset Allocation ETF shares in Q3 2026, an estimated $17.8K.
SMI 3Fourteen REAL Asset Allocation ETF made up 0.03% of IFP Advisors's portfolio in Q3 2026, its #599 holding.
IFP Advisors first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q1 2025 and has held it in 7 quarters since.
3 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.