IFP Advisors’s SoFi Select 500 ETF SFY Stock Holding History

IFP Advisors’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.12K	Hold	57	–	–	﹤0.01%	3333
2025 Q4	$7.53K	Hold	57	–	–	﹤0.01%	3216
2025 Q3	$7.36K	Hold	57	–	–	﹤0.01%	3055
2025 Q2	$6.73K	Sell	57 -527	-90%	-$56.3K	﹤0.01%	3163
2025 Q1	$59.5K	Hold	584	–	–	﹤0.01%	1813
2024 Q4	$63.6K	Sell	584 -1	-0.2%	-$109	﹤0.01%	1704
2024 Q3	$60.7K	Sell	585 -7	-1%	-$698	﹤0.01%	1639
2024 Q2	$58.8K	Buy	592 +528	+825%	+$49.7K	﹤0.01%	1603
2024 Q1	$5.99K	Hold	64	–	–	﹤0.01%	2407
2023 Q4	$5.44K	Hold	64	–	–	﹤0.01%	2396
2023 Q3	$4.91K	Hold	64	–	–	﹤0.01%	2504
2023 Q2	$5.03K	Hold	64	–	–	﹤0.01%	2542
2023 Q1	$3.22K	Hold	64	–	–	﹤0.01%	2739
2022 Q4	$4K	Hold	64	–	–	﹤0.01%	3931
2022 Q3	$4K	Hold	64	–	–	﹤0.01%	4152
2022 Q2	$4K	Hold	64	–	–	﹤0.01%	3915
2022 Q1	$4K	Hold	64	–	–	﹤0.01%	3914
2021 Q4	$6K	Buy	64 +60	+1,500%	+$5.13K	﹤0.01%	2431
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	3118
2021 Q2	$0	Buy	+4	New	+$305	﹤0.01%	3210

Other funds holding SFY

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return