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
GGG icon
2076
Graco
GGG
$14.3B
$61K ﹤0.01%
744
-25
PWV icon
2077
Invesco Large Cap Value ETF
PWV
$1.33B
$60.7K ﹤0.01%
913
+713
SCL icon
2078
Stepan Co
SCL
$1.06B
$60.5K ﹤0.01%
1,278
-6
TIGO icon
2079
Millicom
TIGO
$11.9B
$60.4K ﹤0.01%
1,090
+88
CHAT icon
2080
Roundhill Generative AI & Technology ETF
CHAT
$1.04B
$60.4K ﹤0.01%
1,024
+196
AUR icon
2081
Aurora
AUR
$8.3B
$60.4K ﹤0.01%
15,719
+1,470
FPXI icon
2082
First Trust Exchange-Traded Fund II First Trust International Equity Opportunities ETF
FPXI
$158M
$60.3K ﹤0.01%
1,019
UMMA icon
2083
Wahed Dow Jones Islamic World ETF
UMMA
$207M
$60.1K ﹤0.01%
2,031
+200
LEA icon
2084
Lear
LEA
$5.77B
$60K ﹤0.01%
524
+202
RSPU icon
2085
Invesco S&P 500 Equal Weight Utilities ETF
RSPU
$544M
$60K ﹤0.01%
803
+3
CX icon
2086
Cemex
CX
$15.1B
$59.9K ﹤0.01%
5,212
-141
CRNT icon
2087
Ceragon Networks
CRNT
$199M
$59.9K ﹤0.01%
28,500
+1,000
IHE icon
2088
iShares US Pharmaceuticals ETF
IHE
$1B
$59.7K ﹤0.01%
704
MUSI icon
2089
American Century Multisector Income ETF
MUSI
$199M
$59.7K ﹤0.01%
1,351
-2,595
LTC
2090
LTC Properties
LTC
$1.9B
$59.6K ﹤0.01%
1,734
-188
NJR icon
2091
New Jersey Resources
NJR
$5.53B
$59.5K ﹤0.01%
1,291
-587
CHH icon
2092
Choice Hotels
CHH
$4.43B
$59.5K ﹤0.01%
625
+35
INOD icon
2093
Innodata
INOD
$1.4B
$59.4K ﹤0.01%
1,166
+499
GNRC icon
2094
Generac Holdings
GNRC
$11.9B
$59.3K ﹤0.01%
435
+110
GFLW
2095
VictoryShares Free Cash Flow Growth ETF
GFLW
$640M
$59.2K ﹤0.01%
+2,103
GSRT
2096
DELISTED
GSR III Acquisition Corp
GSRT
$59.2K ﹤0.01%
7,050
-1,250
BSMQ icon
2097
Invesco BulletShares 2026 Municipal Bond ETF
BSMQ
$296M
$59.1K ﹤0.01%
2,500
-1,128
FTAI icon
2098
FTAI Aviation
FTAI
$23B
$59.1K ﹤0.01%
300
-60
DNL icon
2099
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$444M
$58.9K ﹤0.01%
1,430
-70
SUN icon
2100
Sunoco
SUN
$12B
$58.9K ﹤0.01%
1,124
+85
82 83
84
85 86