IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,084
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.8M
3
+$29.6M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
GFI icon
Gold Fields
GFI
+$20.3M

Top Sells

1
+$8.77M
2
+$5.55M
3
+$5.34M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.69M

Sector Composition

1 Technology 11.98%
2 Financials 4.3%
3 Communication Services 4.05%
4 Consumer Discretionary 3.83%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OLN icon
2476
Olin
OLN
$2.81B
$30.7K ﹤0.01%
1,474
-412
ONDS icon
2477
Ondas Inc
ONDS
$4.57B
$30.7K ﹤0.01%
3,142
-1,000
RSPG icon
2478
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$593M
$30.6K ﹤0.01%
385
AJAN icon
2479
Innovator Equity Defined Protection ETF - 2 Yr to January 2028
AJAN
$45M
$30.6K ﹤0.01%
1,100
+10
ARKW icon
2480
ARK Web x.0 ETF
ARKW
$1.6B
$30.6K ﹤0.01%
207
-350
BCX icon
2481
BlackRock Resources & Commodities Strategy Trust
BCX
$925M
$30.5K ﹤0.01%
+2,777
LSAK icon
2482
Lesaka Technologies
LSAK
$413M
$30.5K ﹤0.01%
6,391
TAP icon
2483
Molson Coors Class B
TAP
$8.2B
$30.5K ﹤0.01%
653
-155
XBJA icon
2484
Innovator US Equity Accelerated 9 Buffer ETF January
XBJA
$88.2M
$30.4K ﹤0.01%
952
-6,300
SPBU
2485
AllianzIM Buffer15 Uncapped Allocation ETF
SPBU
$131M
$30.4K ﹤0.01%
1,080
+980
TDEC
2486
FT Vest Emerging Markets Buffer ETF - December
TDEC
$8.49M
$30.3K ﹤0.01%
+1,257
KEN icon
2487
Kenon Holdings
KEN
$4.09B
$30.2K ﹤0.01%
456
DFSB icon
2488
Dimensional Global Sustainability Fixed Income ETF
DFSB
$634M
$30.1K ﹤0.01%
582
+117
SKT icon
2489
Tanger
SKT
$4.02B
$30.1K ﹤0.01%
902
BAM icon
2490
Brookfield Asset Management
BAM
$70.3B
$30.1K ﹤0.01%
574
-13
BCE icon
2491
BCE
BCE
$23.8B
$30.1K ﹤0.01%
1,262
+99
IGHG icon
2492
ProShares Investment Grade-Interest Rate Hedged
IGHG
$281M
$30K ﹤0.01%
383
+6
NFE icon
2493
New Fortress Energy
NFE
$307M
$30K ﹤0.01%
26,314
+3,109
CBU icon
2494
Community Bank
CBU
$3.03B
$30K ﹤0.01%
522
+436
OUNZ icon
2495
VanEck Merk Gold Trust
OUNZ
$3.05B
$29.9K ﹤0.01%
722
+57
MAT icon
2496
Mattel
MAT
$4.85B
$29.9K ﹤0.01%
1,507
-222
SEPW icon
2497
AllianzIM U.S. Equity Buffer20 Sep ETF
SEPW
$282M
$29.8K ﹤0.01%
935
-45
NML
2498
Neuberger Energy Infrastructure and Income Fund Inc
NML
$568M
$29.8K ﹤0.01%
3,508
+37
VTIP icon
2499
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.4B
$29.7K ﹤0.01%
601
-149
BF.B icon
2500
Brown-Forman Class B
BF.B
$10.8B
$29.7K ﹤0.01%
1,140
+659
98 99
100
101 102