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
MD icon
2151
Pediatrix Medical
MD
$1.63B
$54.4K ﹤0.01%
2,542
-869
AMCR icon
2152
Amcor
AMCR
$18.8B
$54.4K ﹤0.01%
1,304
+147
HLAL icon
2153
Wahed FTSE USA Shariah ETF
HLAL
$734M
$54.3K ﹤0.01%
875
+1
CRBG icon
2154
Corebridge Financial
CRBG
$11.3B
$54.2K ﹤0.01%
1,797
+893
BOE icon
2155
BlackRock Enhanced Global Dividend Trust
BOE
$619M
$54.1K ﹤0.01%
4,622
-2,900
RPM icon
2156
RPM International
RPM
$12.9B
$54K ﹤0.01%
519
+318
EUFN icon
2157
iShares MSCI Europe Financials ETF
EUFN
$3.84B
$53.6K ﹤0.01%
1,445
M icon
2158
Macy's
M
$4.55B
$53.5K ﹤0.01%
2,427
+1,759
SIXD
2159
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$30M
$53.5K ﹤0.01%
1,852
+80
CBOY
2160
Calamos Bitcoin Structured Alt Protection ETF - July
CBOY
$4.87M
$53.5K ﹤0.01%
2,175
SECT icon
2161
Main Sector Rotation ETF
SECT
$2.35B
$53.3K ﹤0.01%
826
IOT icon
2162
Samsara
IOT
$18.3B
$53.2K ﹤0.01%
1,501
+247
BRBR icon
2163
BellRing Brands
BRBR
$1.97B
$53.1K ﹤0.01%
1,988
+955
AMZY icon
2164
YieldMax AMZN Option Income Strategy ETF
AMZY
$204M
$53.1K ﹤0.01%
+4,000
JSMD icon
2165
Janus Henderson Small/Mid Cap Growth Alpha ETF
JSMD
$794M
$53.1K ﹤0.01%
651
SMTC icon
2166
Semtech
SMTC
$7.73B
$53.1K ﹤0.01%
+720
RGR icon
2167
Sturm, Ruger & Co
RGR
$609M
$52.8K ﹤0.01%
1,616
-100
RIO icon
2168
Rio Tinto
RIO
$144B
$52.7K ﹤0.01%
658
+345
CWEN.A icon
2169
Clearway Energy Class A
CWEN.A
$4.61B
$52.6K ﹤0.01%
1,675
+5
SBAC icon
2170
SBA Communications
SBAC
$19.8B
$52.6K ﹤0.01%
272
+7
BLSH
2171
Bullish
BLSH
$5.59B
$52.6K ﹤0.01%
1,389
XUSP icon
2172
Innovator Uncapped Accelerated US Equity ETF
XUSP
$44.3M
$52.2K ﹤0.01%
1,098
+123
DSU icon
2173
BlackRock Debt Strategies Fund
DSU
$606M
$51.8K ﹤0.01%
5,085
+2,052
ACII
2174
Innovator Index Autocallable Income Strategy ETF
ACII
$40.4M
$51.2K ﹤0.01%
+2,000
KEYS icon
2175
Keysight
KEYS
$48.2B
$51.2K ﹤0.01%
252
+20
85 86
87
88 89