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
IYLD icon
1876
iShares Morningstar Multi-Asset Income ETF
IYLD
$128M
$88K ﹤0.01%
4,106
PONY
1877
Pony AI Inc
PONY
$5.33B
$87.7K ﹤0.01%
6,051
+5,367
CTOR
1878
Citius Oncology
CTOR
$80.3M
$87.4K ﹤0.01%
87,424
+54,209
BALL icon
1879
Ball Corp
BALL
$16.4B
$87.3K ﹤0.01%
1,649
+569
PTBD icon
1880
Pacer Trendpilot US Bond ETF
PTBD
$103M
$87.2K ﹤0.01%
4,497
-454
UPWK icon
1881
Upwork
UPWK
$1.55B
$87.1K ﹤0.01%
4,397
+431
FIG
1882
Figma
FIG
$13.7B
$87.1K ﹤0.01%
2,330
+1,553
MAIN icon
1883
Main Street Capital
MAIN
$4.93B
$86.9K ﹤0.01%
1,439
+144
TMP icon
1884
Tompkins Financial
TMP
$1.06B
$86.5K ﹤0.01%
1,193
+1,191
IMAY
1885
Innovator International Developed Power Buffer ETF - May
IMAY
$30.8M
$86.4K ﹤0.01%
2,888
GH icon
1886
Guardant Health
GH
$11B
$86.2K ﹤0.01%
844
+217
BSMY
1887
Invesco BulletShares 2034 Municipal Bond ETF
BSMY
$103M
$86K ﹤0.01%
+3,500
IVZ icon
1888
Invesco
IVZ
$10.2B
$86K ﹤0.01%
3,272
+1,262
OVB icon
1889
Overlay Shares Core Bond ETF
OVB
$46.9M
$85.9K ﹤0.01%
4,187
+3
TRFK icon
1890
Pacer Data and Digital Revolution ETF
TRFK
$443M
$85.9K ﹤0.01%
1,341
+429
JHG icon
1891
Janus Henderson
JHG
$7.76B
$85.8K ﹤0.01%
1,803
-3,842
BJUL icon
1892
Innovator US Equity Buffer ETF July
BJUL
$260M
$85.5K ﹤0.01%
1,684
+6
UNIT
1893
Uniti Group
UNIT
$1.87B
$85.5K ﹤0.01%
12,193
-1,447
FESM icon
1894
Fidelity Enhanced Small Cap ETF
FESM
$3.88B
$85.5K ﹤0.01%
+2,262
UTG icon
1895
Reaves Utility Income Fund
UTG
$3.67B
$85.3K ﹤0.01%
2,333
+14
LAMR icon
1896
Lamar Advertising Co
LAMR
$13.6B
$85.3K ﹤0.01%
674
-26
FNB icon
1897
FNB Corp
FNB
$5.74B
$85.3K ﹤0.01%
4,987
+301
IETC icon
1898
iShares US Tech Independence Focused ETF
IETC
$762M
$85.2K ﹤0.01%
839
+485
NULG icon
1899
Nuveen ESG Large-Cap Growth ETF
NULG
$2.19B
$85.2K ﹤0.01%
+871
SWKS icon
1900
Skyworks Solutions
SWKS
$8.3B
$85.2K ﹤0.01%
1,343
-458
74 75
76
77 78