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
UE icon
2926
Urban Edge Properties
UE
$2.58B
$13.2K ﹤0.01%
690
+194
SWBI icon
2927
Smith & Wesson
SWBI
$611M
$13.2K ﹤0.01%
1,338
-70
NXC
2928
DELISTED
Nuveen CA Select Tax-Free Income Portfolio
NXC
$13.2K ﹤0.01%
1,000
HNDL icon
2929
Strategy Shares Nasdaq 7HANDL Index ETF
HNDL
$628M
$13.2K ﹤0.01%
599
-301
BFH icon
2930
Bread Financial
BFH
$3.07B
$13.2K ﹤0.01%
178
+17
SFNC icon
2931
Simmons First National
SFNC
$2.69B
$13.2K ﹤0.01%
698
+55
AVDV icon
2932
Avantis International Small Cap Value ETF
AVDV
$16.9B
$13.2K ﹤0.01%
140
-856
KLC
2933
KinderCare Learning Companies
KLC
$227M
$13.1K ﹤0.01%
3,025
+3,003
GDE icon
2934
WisdomTree Efficient Gold Plus Equity Strategy Fund
GDE
$649M
$13K ﹤0.01%
211
RYLG icon
2935
Global X Russell 2000 Covered Call & Growth ETF
RYLG
$7.63M
$13K ﹤0.01%
586
+8
EQRR icon
2936
ProShares Equities for Rising Rates ETF
EQRR
$10.7M
$12.9K ﹤0.01%
201
-326
PSCE icon
2937
Invesco S&P SmallCap Energy ETF
PSCE
$110M
$12.9K ﹤0.01%
300
XHB icon
2938
State Street SPDR S&P Homebuilders ETF
XHB
$1.49B
$12.9K ﹤0.01%
125
+65
FIVN icon
2939
FIVE9
FIVN
$1.2B
$12.8K ﹤0.01%
640
+591
XSHD icon
2940
Invesco S&P SmallCap High Dividend Low Volatility ETF
XSHD
$71.1M
$12.8K ﹤0.01%
1,000
POWW icon
2941
Outdoor Holding Co
POWW
$233M
$12.8K ﹤0.01%
7,483
+2,744
NVDY icon
2942
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.33B
$12.8K ﹤0.01%
875
WRLD icon
2943
World Acceptance Corp
WRLD
$656M
$12.8K ﹤0.01%
91
+60
LIVN icon
2944
LivaNova
LIVN
$3.19B
$12.7K ﹤0.01%
207
+158
CERT icon
2945
Certara
CERT
$1.06B
$12.6K ﹤0.01%
1,430
-50
AMTM
2946
Amentum Holdings
AMTM
$6.84B
$12.5K ﹤0.01%
432
+106
E icon
2947
ENI
E
$75.3B
$12.5K ﹤0.01%
330
SPIP icon
2948
State Street SPDR Portfolio TIPS ETF
SPIP
$995M
$12.5K ﹤0.01%
482
+435
JFLX
2949
JPMorgan Flexible Debt ETF
JFLX
$1.27B
$12.5K ﹤0.01%
249
+75
SOXQ icon
2950
Invesco PHLX Semiconductor ETF
SOXQ
$982M
$12.5K ﹤0.01%
224
116 117
118
119 120