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
IDYA icon
1276
IDEAYA Biosciences
IDYA
$2.99B
$238K 0.01%
6,875
-118
PHG icon
1277
Philips
PHG
$27.4B
$238K 0.01%
8,775
WRB icon
1278
W.R. Berkley
WRB
$25.4B
$237K 0.01%
3,387
-191
BBY icon
1279
Best Buy
BBY
$13.2B
$236K 0.01%
3,531
+1,307
DASH icon
1280
DoorDash
DASH
$73.6B
$236K 0.01%
1,041
-145
VEEV icon
1281
Veeva Systems
VEEV
$30.8B
$236K 0.01%
1,056
+212
PRFZ icon
1282
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.64B
$235K 0.01%
5,127
+701
JIVE icon
1283
JPMorgan International Value ETF
JIVE
$1.86B
$235K 0.01%
2,930
+745
SYSB
1284
iShares Systematic Bond ETF
SYSB
$863M
$235K 0.01%
+2,618
IYK icon
1285
iShares US Consumer Staples ETF
IYK
$1.28B
$235K 0.01%
3,509
+1,224
YUMC icon
1286
Yum China
YUMC
$18.7B
$234K 0.01%
4,911
+3,203
GLXY
1287
Galaxy Digital Inc
GLXY
$4.09B
$234K 0.01%
10,456
+5,068
CDC icon
1288
VictoryShares US EQ Income Enhanced Volatility Wtd ETF
CDC
$722M
$234K 0.01%
3,548
-97
TCHP icon
1289
T. Rowe Price Blue Chip Growth ETF
TCHP
$1.8B
$233K 0.01%
4,674
+64
KAPR icon
1290
Innovator US Small Cap Power Buffer ETF April
KAPR
$155M
$232K 0.01%
6,611
+336
MTG icon
1291
MGIC Investment
MTG
$5.56B
$232K 0.01%
7,945
+973
EAGG icon
1292
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.58B
$231K 0.01%
4,835
+2,861
RJF icon
1293
Raymond James Financial
RJF
$29.2B
$231K 0.01%
1,440
-98
GWRE icon
1294
Guidewire Software
GWRE
$13.5B
$231K 0.01%
1,150
+46
ES icon
1295
Eversource Energy
ES
$27.8B
$231K 0.01%
3,428
+336
EVTC icon
1296
Evertec
EVTC
$1.76B
$230K 0.01%
7,910
-314
FXG icon
1297
First Trust Consumer Staples AlphaDEX Fund
FXG
$237M
$230K 0.01%
3,785
-250
STE icon
1298
Steris
STE
$21.7B
$229K 0.01%
905
+431
HQH
1299
abrdn Healthcare Investors
HQH
$1.03B
$229K 0.01%
12,099
XJUL icon
1300
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$44.1M
$229K 0.01%
5,858
50 51
52
53 54