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
HIG icon
676
Hartford Financial Services
HIG
$37.9B
$983K 0.02%
7,132
+5,458
AFL icon
677
Aflac
AFL
$57B
$980K 0.02%
8,887
+192
CAIE
678
Calamos Autocallable Income ETF
CAIE
$763M
$980K 0.02%
36,635
+10,778
DTH icon
679
WisdomTree International High Dividend Fund
DTH
$634M
$973K 0.02%
18,859
+928
CRDO icon
680
Credo Technology Group
CRDO
$20.7B
$962K 0.02%
6,684
+919
VGK icon
681
Vanguard FTSE Europe ETF
VGK
$30.7B
$962K 0.02%
11,502
+2,117
RSPT icon
682
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$4.04B
$960K 0.02%
21,104
+6,854
HYS icon
683
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.64B
$958K 0.02%
10,107
+1,303
GRID icon
684
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$7.86B
$953K 0.02%
6,226
+185
GEHC icon
685
GE HealthCare
GEHC
$33.1B
$952K 0.02%
11,612
-512
SWIM icon
686
Latham Group
SWIM
$741M
$949K 0.02%
149,514
-147,112
PFLD icon
687
AAM Low Duration Preferred and Income Securities ETF
PFLD
$433M
$945K 0.02%
48,286
BTI icon
688
British American Tobacco
BTI
$129B
$937K 0.02%
16,552
+352
ADM icon
689
Archer Daniels Midland
ADM
$33.4B
$936K 0.02%
16,284
+8,660
DFLV icon
690
Dimensional US Large Cap Value ETF
DFLV
$5.24B
$932K 0.02%
27,258
-1,797
BMNR
691
BitMine Immersion Technologies
BMNR
$9.43B
$932K 0.02%
34,335
+7,202
IJT icon
692
iShares S&P Small-Cap 600 Growth ETF
IJT
$6.57B
$929K 0.02%
6,580
-2,515
F icon
693
Ford
F
$48.8B
$927K 0.02%
70,624
-907
FXH icon
694
First Trust Health Care AlphaDEX Fund
FXH
$874M
$917K 0.02%
8,058
-235
CTVA icon
695
Corteva
CTVA
$51.3B
$917K 0.02%
13,675
+687
ALAB icon
696
Astera Labs
ALAB
$19.8B
$915K 0.02%
5,499
+900
JBBB icon
697
Janus Henderson B-BBB CLO ETF
JBBB
$1.02B
$908K 0.02%
19,035
-41
FDX icon
698
FedEx
FDX
$84.5B
$901K 0.02%
3,119
+557
XLG icon
699
Invesco S&P 500 Top 50 ETF
XLG
$11.3B
$899K 0.02%
15,165
-933
MGV icon
700
Vanguard Mega Cap Value ETF
MGV
$11.5B
$897K 0.02%
6,357
-533
26 27
28
29 30