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
CDNS icon
1176
Cadence Design Systems
CDNS
$81.2B
$294K 0.01%
939
+35
AOA icon
1177
iShares Core 80/20 Aggressive Allocation ETF
AOA
$2.84B
$293K 0.01%
3,277
+1,393
BKHY icon
1178
BNY Mellon High Yield Beta ETF
BKHY
$383M
$293K 0.01%
6,098
-787
EBAY icon
1179
eBay
EBAY
$41.1B
$293K 0.01%
3,365
-290
WSO icon
1180
Watsco Inc
WSO
$15.2B
$293K 0.01%
869
+453
BUFF icon
1181
Innovator Laddered Allocation Power Buffer ETF
BUFF
$775M
$293K 0.01%
5,871
-590
GJUN icon
1182
FT Vest US Equity Moderate Buffer ETF June
GJUN
$329M
$293K 0.01%
7,391
SCYB icon
1183
Schwab High Yield Bond ETF
SCYB
$2.37B
$292K 0.01%
11,048
+5,873
PAG icon
1184
Penske Automotive Group
PAG
$9.89B
$292K 0.01%
1,842
+1
CFLT icon
1185
Confluent
CFLT
$11B
$291K 0.01%
9,634
+2,413
ABEV icon
1186
Ambev
ABEV
$46.7B
$290K 0.01%
117,428
-372
RMD icon
1187
ResMed
RMD
$35B
$288K 0.01%
1,197
+92
XBJL icon
1188
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$77.6M
$288K 0.01%
7,524
-109
RNAM
1189
DELISTED
Avidity Biosciences
RNAM
$287K 0.01%
3,977
-14
TDTT icon
1190
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.56B
$287K 0.01%
11,917
+6,940
CNI icon
1191
Canadian National Railway
CNI
$64.9B
$286K 0.01%
2,889
-709
AIG icon
1192
American International
AIG
$41.8B
$285K 0.01%
3,337
-218
FLHY icon
1193
Franklin High Yield Corporate ETF
FLHY
$807M
$285K 0.01%
11,684
-1,644
XLRE icon
1194
State Street Real Estate Select Sector SPDR ETF
XLRE
$7.49B
$285K 0.01%
7,069
+2,091
BROS icon
1195
Dutch Bros
BROS
$6.55B
$283K 0.01%
4,627
+1,057
TDVG icon
1196
T. Rowe Price Dividend Growth ETF
TDVG
$1.24B
$283K 0.01%
6,290
DWAS icon
1197
Invesco Dorsey Wright SmallCap Momentum ETF
DWAS
$368M
$283K 0.01%
2,920
-576
INDA icon
1198
iShares MSCI India ETF
INDA
$8.67B
$282K 0.01%
5,220
-50
B
1199
Barrick Mining
B
$76.1B
$281K 0.01%
6,462
-464
RKLB icon
1200
Rocket Lab Corp
RKLB
$40.8B
$280K 0.01%
4,020
+1,025
46 47
48
49 50