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
PSKY
951
Paramount Skydance Corp
PSKY
$11.4B
$482K 0.01%
36,007
-941
IQI icon
952
Invesco Quality Municipal Securities
IQI
$534M
$480K 0.01%
+48,236
BKH icon
953
Black Hills Corp
BKH
$5.32B
$480K 0.01%
6,918
+183
JTEK icon
954
JPMorgan US Tech Leaders ETF
JTEK
$3.22B
$478K 0.01%
5,307
+110
AOHY icon
955
Angel Oak High Yield Opportunities ETF
AOHY
$125M
$477K 0.01%
43,011
+2,073
BOCT icon
956
Innovator US Equity Buffer ETF October
BOCT
$311M
$476K 0.01%
9,639
+3,352
IBDZ
957
iShares iBonds Dec 2034 Term Corporate ETF
IBDZ
$771M
$475K 0.01%
18,014
+7,762
UNM icon
958
Unum
UNM
$11.8B
$472K 0.01%
6,095
-666
DON icon
959
WisdomTree US MidCap Dividend Fund
DON
$3.74B
$470K 0.01%
9,110
-172
OALC icon
960
OneAscent Large Cap Core ETF
OALC
$200M
$470K 0.01%
13,259
-333
ABNB icon
961
Airbnb
ABNB
$80B
$469K 0.01%
3,452
+538
UGI icon
962
UGI
UGI
$7.74B
$468K 0.01%
12,513
+380
CGDG icon
963
Capital Group Dividend Growers ETF
CGDG
$4.56B
$468K 0.01%
13,129
+2,335
TPR icon
964
Tapestry
TPR
$29.6B
$467K 0.01%
3,652
-76
AM icon
965
Antero Midstream
AM
$10.6B
$466K 0.01%
26,170
+475
OKLO
966
Oklo
OKLO
$9.82B
$465K 0.01%
6,484
+832
CGSD icon
967
Capital Group Short Duration Income ETF
CGSD
$2.08B
$463K 0.01%
17,807
+16,028
IOO icon
968
iShares Global 100 ETF
IOO
$7.91B
$463K 0.01%
3,656
+750
HYD icon
969
VanEck High Yield Muni ETF
HYD
$4.2B
$463K 0.01%
9,056
+937
ZS icon
970
Zscaler
ZS
$25.3B
$463K 0.01%
2,057
+387
FLTR icon
971
VanEck IG Floating Rate ETF
FLTR
$2.57B
$462K 0.01%
18,147
+2,792
FLEX icon
972
Flex
FLEX
$22.7B
$461K 0.01%
7,638
+470
HCMT icon
973
Direxion HCM Tactical Enhanced US ETF
HCMT
$554M
$461K 0.01%
11,964
QSPT icon
974
FT Vest Nasdaq-100 Buffer ETF September
QSPT
$506M
$458K 0.01%
14,459
+960
EQIX icon
975
Equinix
EQIX
$94.3B
$456K 0.01%
595
+13
37 38
39
40 41