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
WABC icon
2701
Westamerica Bancorp
WABC
$1.23B
$21.1K ﹤0.01%
441
+251
HCI icon
2702
HCI Group
HCI
$2.17B
$21.1K ﹤0.01%
110
+34
PRAY icon
2703
FIS Christian Stock Fund
PRAY
$73.8M
$21.1K ﹤0.01%
674
EWD icon
2704
iShares MSCI Sweden ETF
EWD
$315M
$21K ﹤0.01%
427
+36
FEGE
2705
First Eagle Global Equity ETF
FEGE
$1.41B
$21K ﹤0.01%
456
SPTE icon
2706
SP Funds S&P Global Technology ETF
SPTE
$104M
$21K ﹤0.01%
596
+83
BCC icon
2707
Boise Cascade
BCC
$2.5B
$21K ﹤0.01%
285
+143
CHI
2708
Calamos Convertible Opportunities and Income Fund
CHI
$885M
$21K ﹤0.01%
+2,000
SEZL icon
2709
Sezzle
SEZL
$2.24B
$20.9K ﹤0.01%
330
+33
SAIA icon
2710
Saia
SAIA
$8.56B
$20.9K ﹤0.01%
64
+2
JPSE icon
2711
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$526M
$20.9K ﹤0.01%
417
+3
BLCR icon
2712
BlackRock Large Cap Core ETF
BLCR
$104M
$20.8K ﹤0.01%
+490
STNG icon
2713
Scorpio Tankers
STNG
$3.44B
$20.7K ﹤0.01%
408
+61
BUFS
2714
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$127M
$20.7K ﹤0.01%
908
FULT icon
2715
Fulton Financial
FULT
$3.54B
$20.7K ﹤0.01%
1,072
MSGS icon
2716
Madison Square Garden
MSGS
$7.51B
$20.7K ﹤0.01%
80
+2
HCKT icon
2717
Hackett Group
HCKT
$352M
$20.6K ﹤0.01%
1,048
-38
CGNG
2718
Capital Group New Geography Equity ETF
CGNG
$1.62B
$20.5K ﹤0.01%
642
AJUL
2719
Innovator Equity Defined Protection ETF - 2 Yr to July 2026
AJUL
$58.1M
$20.5K ﹤0.01%
705
+10
TXG icon
2720
10x Genomics
TXG
$2.4B
$20.4K ﹤0.01%
1,249
+17
ULS icon
2721
UL Solutions
ULS
$16.7B
$20.3K ﹤0.01%
258
STRV icon
2722
Strive 500 ETF
STRV
$988M
$20.3K ﹤0.01%
460
+6
UDEC
2723
Innovator US Equity Ultra Buffer ETF December
UDEC
$296M
$20.3K ﹤0.01%
511
+50
PCY icon
2724
Invesco Emerging Markets Sovereign Debt ETF
PCY
$1.42B
$20.2K ﹤0.01%
933
+3
CPK icon
2725
Chesapeake Utilities
CPK
$3.13B
$20.1K ﹤0.01%
161