IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
THG icon
2226
Hanover Insurance
THG
$6.34B
$46.8K ﹤0.01%
256
+152
FELC icon
2227
Fidelity Enhanced Large Cap Core ETF
FELC
$6.91B
$46.7K ﹤0.01%
1,223
+363
MAA icon
2228
Mid-America Apartment Communities
MAA
$14.7B
$46.5K ﹤0.01%
335
+51
SU icon
2229
Suncor Energy
SU
$76.1B
$46.4K ﹤0.01%
1,047
+193
WCBR icon
2230
WisdomTree Cybersecurity Fund
WCBR
$77.5M
$46.1K ﹤0.01%
1,654
FAF icon
2231
First American
FAF
$7.11B
$46K ﹤0.01%
749
+637
PJP icon
2232
Invesco Pharmaceuticals ETF
PJP
$349M
$46K ﹤0.01%
440
+105
HWC icon
2233
Hancock Whitney
HWC
$5.49B
$46K ﹤0.01%
722
+3
BHVN icon
2234
Biohaven
BHVN
$1.47B
$45.9K ﹤0.01%
4,069
+1,450
NVST icon
2235
Envista
NVST
$4.37B
$45.9K ﹤0.01%
2,112
+1,071
CORZ icon
2236
Core Scientific
CORZ
$6.56B
$45.8K ﹤0.01%
3,146
-3,557
USAR
2237
USA Rare Earth Inc
USAR
$5.06B
$45.7K ﹤0.01%
3,837
-8,600
PBA icon
2238
Pembina Pipeline
PBA
$25.2B
$45.6K ﹤0.01%
1,199
+513
GDIV icon
2239
Harbor Dividend Growth Leaders ETF
GDIV
$224M
$45K ﹤0.01%
2,699
+18
ATR icon
2240
AptarGroup
ATR
$7.99B
$45K ﹤0.01%
369
+118
AIOO
2241
AllianzIM U.S. Equity Buffer100 Protection ETF
AIOO
$35.1M
$45K ﹤0.01%
1,750
+1,460
BA.PRA
2242
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$8.43B
$45K ﹤0.01%
651
EWM icon
2243
iShares MSCI Malaysia ETF
EWM
$366M
$44.9K ﹤0.01%
1,641
-110
QBSF
2244
AllianzIM U.S. Equity Buffer15 ETF
QBSF
$33.3M
$44.9K ﹤0.01%
1,710
+1,535
AVMV icon
2245
Avantis US Mid Cap Value ETF
AVMV
$570M
$44.9K ﹤0.01%
630
XT icon
2246
iShares Future Exponential Technologies ETF
XT
$3.81B
$44.8K ﹤0.01%
643
-305
PID icon
2247
Invesco International Dividend Achievers ETF
PID
$897M
$44.8K ﹤0.01%
2,038
MGA icon
2248
Magna International
MGA
$17.3B
$44.8K ﹤0.01%
841
+560
USIG icon
2249
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17B
$44.8K ﹤0.01%
865
+370
BBW icon
2250
Build-A-Bear
BBW
$486M
$44.7K ﹤0.01%
730
+90
88 89
90
91 92