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
TRMB icon
976
Trimble
TRMB
$16B
$456K 0.01%
5,814
+2
FJUN icon
977
FT Vest US Equity Buffer ETF June
FJUN
$1.09B
$455K 0.01%
7,969
-1,773
PHM icon
978
Pultegroup
PHM
$23.6B
$454K 0.01%
3,869
+144
EMXC icon
979
iShares MSCI Emerging Markets ex China ETF
EMXC
$16.8B
$453K 0.01%
6,234
-661
SNPS icon
980
Synopsys
SNPS
$82.5B
$453K 0.01%
964
+131
BOX icon
981
Box
BOX
$3.57B
$451K 0.01%
15,086
+14,951
VMBS icon
982
Vanguard Mortgage-Backed Securities ETF
VMBS
$15B
$450K 0.01%
9,561
+715
PODD icon
983
Insulet
PODD
$16.7B
$448K 0.01%
1,576
+175
BK icon
984
Bank of New York Mellon
BK
$79.2B
$448K 0.01%
3,855
-227
DTCR icon
985
Global X Data Center & Digital Infrastructure ETF
DTCR
$1.24B
$445K 0.01%
21,097
+667
NVBW icon
986
AllianzIM U.S. Equity Buffer20 Nov ETF
NVBW
$93.2M
$445K 0.01%
13,138
+835
NXT icon
987
Nextpower Inc
NXT
$17B
$444K 0.01%
5,097
+159
NEAR icon
988
iShares Short Maturity Bond ETF
NEAR
$4.16B
$444K 0.01%
8,683
+2,247
IGM icon
989
iShares Expanded Tech Sector ETF
IGM
$8.29B
$442K 0.01%
3,425
-224
SIXO icon
990
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
$407M
$442K 0.01%
12,714
+41
SPGP icon
991
Invesco S&P 500 GARP ETF
SPGP
$2.26B
$441K 0.01%
3,869
KFEB
992
Innovator U.S. Small Cap Power Buffer ETF - February
KFEB
$51.7M
$435K 0.01%
15,950
-1,800
IBTL icon
993
iShares iBonds Dec 2031 Term Treasury ETF
IBTL
$528M
$433K 0.01%
21,112
-3,976
TOL icon
994
Toll Brothers
TOL
$13.6B
$433K 0.01%
3,200
+74
FOUR icon
995
Shift4
FOUR
$3.9B
$433K 0.01%
6,869
+2,156
PFXF icon
996
VanEck Preferred Securities ex Financials ETF
PFXF
$2.16B
$428K 0.01%
24,263
+4,140
GPC icon
997
Genuine Parts
GPC
$15.1B
$427K 0.01%
3,471
-81
BWXT icon
998
BWX Technologies
BWXT
$17.9B
$426K 0.01%
2,465
-82
TMFC icon
999
Motley Fool 100 Index ETF
TMFC
$1.88B
$426K 0.01%
5,932
+707
BXMX icon
1000
Nuveen S&P 500 Buy-Write Income Fund
BXMX
$1.49B
$426K 0.01%
28,947
+25,051
38 39
40
41 42