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
CCCX
1251
DELISTED
Churchill Capital Corp X
CCCX
$252K 0.01%
16,175
+6,675
AOR icon
1252
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.28B
$252K 0.01%
3,876
+3,432
XMHQ icon
1253
Invesco S&P MidCap Quality ETF
XMHQ
$5.13B
$250K 0.01%
2,439
+1,084
LPG icon
1254
Dorian LPG
LPG
$1.35B
$250K 0.01%
10,260
-148
USFD icon
1255
US Foods
USFD
$20.1B
$248K 0.01%
3,298
-448
PRI icon
1256
Primerica
PRI
$7.95B
$248K 0.01%
961
-170
MTD icon
1257
Mettler-Toledo International
MTD
$25B
$248K 0.01%
178
+7
JBHT icon
1258
JB Hunt Transport Services
JBHT
$19.9B
$248K 0.01%
1,274
+459
SNDK
1259
Sandisk
SNDK
$96.7B
$247K 0.01%
1,042
+48
VV icon
1260
Vanguard Large-Cap ETF
VV
$46.9B
$247K 0.01%
784
+22
CIEN icon
1261
Ciena
CIEN
$48.1B
$247K 0.01%
1,055
+68
HALO icon
1262
Halozyme
HALO
$7.85B
$245K 0.01%
3,646
-1,560
JXN icon
1263
Jackson Financial
JXN
$7.58B
$244K 0.01%
2,292
+283
TOTL icon
1264
State Street DoubleLine Total Return Tactical ETF
TOTL
$4.17B
$244K 0.01%
6,059
+133
STAG icon
1265
STAG Industrial
STAG
$7.32B
$243K 0.01%
6,624
+6,514
RDDT icon
1266
Reddit
RDDT
$26.2B
$243K 0.01%
1,059
+263
ESTC icon
1267
Elastic
ESTC
$5.47B
$243K 0.01%
3,216
+482
TMB
1268
Thornburg Multi Sector Bond ETF
TMB
$89.7M
$241K 0.01%
9,433
+36
APRW icon
1269
AllianzIM U.S. Equity Buffer20 Apr ETF
APRW
$169M
$241K 0.01%
6,911
INGR icon
1270
Ingredion
INGR
$7B
$241K 0.01%
2,185
-515
TYL icon
1271
Tyler Technologies
TYL
$15B
$240K 0.01%
528
+6
AGGY icon
1272
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
$885M
$240K 0.01%
5,441
-418
XMMO icon
1273
Invesco S&P MidCap Momentum ETF
XMMO
$5.56B
$239K 0.01%
1,728
+43
RRBI icon
1274
Red River Bancshares
RRBI
$573M
$239K 0.01%
3,345
+28
BAR icon
1275
GraniteShares Gold Shares
BAR
$1.79B
$238K 0.01%
5,610
-71
49 50
51
52 53