IA
RAA

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
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

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

IFP Advisors's RAA Position: Q2 2026 in Review

IFP Advisors increased its SMI 3Fourteen REAL Asset Allocation ETF (RAA) stake by 0.84% in Q2 2026, buying an estimated $12.7K and bringing the position to 51,482 shares worth $1.52M. The position accounts for 0.03% of the portfolio, ranked #580.

IFP Advisors first reported a position in RAA in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold RAA as of Q2 2026.

  • IFP Advisors held 51,482 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $1.52M as of Q2 2026.
  • IFP Advisors bought 430 SMI 3Fourteen REAL Asset Allocation ETF shares in Q2 2026, an estimated $12.7K.
  • SMI 3Fourteen REAL Asset Allocation ETF made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #580 holding.
  • IFP Advisors first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.