IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
CRUS icon
2576
Cirrus Logic
CRUS
$8.71B
$26.4K ﹤0.01%
223
-17
SHC icon
2577
Sotera Health
SHC
$4.51B
$26.4K ﹤0.01%
1,495
+1,371
FRSH icon
2578
Freshworks
FRSH
$2.33B
$26.4K ﹤0.01%
2,152
+1,948
NTSK
2579
Netskope Inc
NTSK
$3.92B
$26.3K ﹤0.01%
1,500
+800
KIM icon
2580
Kimco Realty
KIM
$16.1B
$26.3K ﹤0.01%
1,296
-122
UTES icon
2581
Virtus Reaves Utilities ETF
UTES
$1.51B
$26.2K ﹤0.01%
332
-23
VTES icon
2582
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.84B
$26.2K ﹤0.01%
258
+2
BUFY
2583
FT Vest Laddered International Moderate Buffer ETF
BUFY
$91.8M
$26.2K ﹤0.01%
1,177
BUZZ icon
2584
VanEck Social Sentiment ETF
BUZZ
$102M
$26.2K ﹤0.01%
805
AUB icon
2585
Atlantic Union Bankshares
AUB
$5.4B
$26.1K ﹤0.01%
740
+580
ZMAY
2586
Innovator Equity Defined Protection ETF - 1 Yr May
ZMAY
$33.5M
$26.1K ﹤0.01%
1,026
ALC icon
2587
Alcon
ALC
$37B
$26.1K ﹤0.01%
331
+116
DFIP icon
2588
Dimensional Inflation-Protected Securities ETF
DFIP
$1.09B
$26K ﹤0.01%
626
+123
HNI icon
2589
HNI Corp
HNI
$2.71B
$26K ﹤0.01%
618
+573
AMPH icon
2590
Amphastar Pharmaceuticals
AMPH
$964M
$26K ﹤0.01%
970
-600
SPBX
2591
AllianzIM 6 Month Buffer10 Allocation ETF
SPBX
$52.5M
$26K ﹤0.01%
945
+845
HP icon
2592
Helmerich & Payne
HP
$3.93B
$25.9K ﹤0.01%
902
+3
NFRA icon
2593
FlexShares STOXX Global Broad Infrastructure Index Fund
NFRA
$3.03B
$25.8K ﹤0.01%
+427
SUSC icon
2594
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.39B
$25.8K ﹤0.01%
1,104
-16
CGNX icon
2595
Cognex
CGNX
$9.2B
$25.8K ﹤0.01%
717
-15
AMH icon
2596
American Homes 4 Rent
AMH
$11B
$25.7K ﹤0.01%
802
+441
KBA icon
2597
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$191M
$25.7K ﹤0.01%
832
-376
ICLR icon
2598
Icon
ICLR
$7.88B
$25.7K ﹤0.01%
141
-46
QTAP icon
2599
Innovator Growth Accelerated Plus ETF April
QTAP
$16.1M
$25.6K ﹤0.01%
571
-300
IGLB icon
2600
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.65B
$25.4K ﹤0.01%
504
+1
102 103
104
105 106