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
BSX icon
476
Boston Scientific
BSX
$105B
$1.63M 0.04%
17,087
-3,013
LGH icon
477
HCM Defender 500 Index ETF
LGH
$566M
$1.63M 0.04%
26,246
+712
TKO icon
478
TKO Group
TKO
$16.3B
$1.62M 0.04%
7,774
+243
IGE icon
479
iShares North American Natural Resources ETF
IGE
$886M
$1.62M 0.04%
32,220
+8,905
PTLC icon
480
Pacer Trendpilot US Large Cap ETF
PTLC
$3.23B
$1.61M 0.04%
29,037
+49
VRP icon
481
Invesco Variable Rate Preferred ETF
VRP
$2.45B
$1.61M 0.04%
65,969
+5,352
FJP icon
482
First Trust Japan AlphaDEX Fund
FJP
$238M
$1.6M 0.04%
23,883
+1,530
CMC icon
483
Commercial Metals
CMC
$7.42B
$1.6M 0.04%
23,095
-22,507
KHPI
484
Kensington Hedged Premium Income ETF
KHPI
$326M
$1.59M 0.04%
61,876
+1,551
DFUV icon
485
Dimensional US Marketwide Value ETF
DFUV
$13.6B
$1.58M 0.04%
33,977
+630
IBTK icon
486
iShares iBonds Dec 2030 Term Treasury ETF
IBTK
$816M
$1.58M 0.04%
79,462
+22,350
CMCSA icon
487
Comcast
CMCSA
$112B
$1.57M 0.04%
52,666
+5,480
WEC icon
488
WEC Energy
WEC
$37.4B
$1.57M 0.04%
14,866
+967
BLOK icon
489
Amplify Blockchain Technology ETF
BLOK
$1.01B
$1.56M 0.04%
27,468
+2,838
HGER icon
490
Harbor Commodity All-Weather Strategy ETF
HGER
$2.21B
$1.55M 0.03%
62,573
+71
DFAS icon
491
Dimensional US Small Cap ETF
DFAS
$12.9B
$1.54M 0.03%
22,131
PSDM icon
492
PGIM Short Duration Multi-Sector Bond ETF
PSDM
$167M
$1.54M 0.03%
29,950
+730
KLAC icon
493
KLA
KLAC
$191B
$1.54M 0.03%
1,267
+51
BRO icon
494
Brown & Brown
BRO
$23.5B
$1.53M 0.03%
19,217
-1,554
MEAR icon
495
BlackRock Short Maturity Municipal Bond ETF
MEAR
$1.38B
$1.53M 0.03%
30,425
+5,250
AWK icon
496
American Water Works
AWK
$26.2B
$1.53M 0.03%
11,717
+10,249
MP icon
497
MP Materials
MP
$10.8B
$1.53M 0.03%
30,222
-17,729
FMHI icon
498
First Trust Municipal High Income ETF
FMHI
$935M
$1.52M 0.03%
31,689
-1,913
GM icon
499
General Motors
GM
$69.3B
$1.52M 0.03%
18,647
-1,889
PJUN icon
500
Innovator US Equity Power Buffer ETF June
PJUN
$634M
$1.51M 0.03%
36,169
+686
18 19
20
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