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
CR icon
2276
Crane Co
CR
$9.87B
$42.8K ﹤0.01%
232
+153
FYX icon
2277
First Trust Small Cap Core AlphaDEX Fund
FYX
$1.01B
$42.8K ﹤0.01%
378
IDT icon
2278
IDT Corp
IDT
$1.22B
$42.8K ﹤0.01%
835
+154
SBCF icon
2279
Seacoast Banking Corp of Florida
SBCF
$2.92B
$42.6K ﹤0.01%
1,357
AVB icon
2280
AvalonBay Communities
AVB
$23.7B
$42.6K ﹤0.01%
235
+50
SOXS icon
2281
Direxion Daily Semiconductor Bear 3X ETF
SOXS
$1.04B
$42.6K ﹤0.01%
+13,596
RMBS icon
2282
Rambus
RMBS
$10.1B
$42.5K ﹤0.01%
463
+16
KMAY
2283
Innovator U.S. Small Cap Power Buffer ETF - May
KMAY
$12.1M
$42.4K ﹤0.01%
1,500
SILA
2284
Sila Realty Trust
SILA
$1.36B
$42.4K ﹤0.01%
1,819
-306
BKSY icon
2285
BlackSky Technology
BKSY
$849M
$42.2K ﹤0.01%
2,253
OBDC icon
2286
Blue Owl Capital
OBDC
$5.47B
$42.2K ﹤0.01%
3,398
+1,305
R icon
2287
Ryder
R
$7.41B
$42.1K ﹤0.01%
220
-12
EGO icon
2288
Eldorado Gold
EGO
$7.28B
$42.1K ﹤0.01%
1,171
-131
SMIN icon
2289
iShares MSCI India Small-Cap ETF
SMIN
$631M
$41.9K ﹤0.01%
600
PHIN icon
2290
Phinia Inc
PHIN
$2.39B
$41.9K ﹤0.01%
669
-1
ESML icon
2291
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.19B
$41.8K ﹤0.01%
910
+179
FIP icon
2292
FTAI Infrastructure
FIP
$609M
$41.8K ﹤0.01%
9,075
+944
CRVL icon
2293
CorVel
CRVL
$2.69B
$41.8K ﹤0.01%
618
-3
HGTY icon
2294
Hagerty
HGTY
$1.03B
$41.6K ﹤0.01%
3,093
+43
AGZ icon
2295
iShares Agency Bond ETF
AGZ
$563M
$41.6K ﹤0.01%
377
QQQH
2296
NEOS Nasdaq-100 Hedged Equity Income ETF
QQQH
$348M
$41.5K ﹤0.01%
765
-2,305
TAPR
2297
Innovator Equity Defined Protection ETF - 2 Yr to April 2027
TAPR
$10.3M
$41.4K ﹤0.01%
+1,600
CSGP icon
2298
CoStar Group
CSGP
$18.3B
$41.3K ﹤0.01%
614
+471
MOTI icon
2299
VanEck Morningstar International Moat ETF
MOTI
$190M
$41.1K ﹤0.01%
1,120
HFSI
2300
Hartford Strategic Income ETF
HFSI
$645M
$41K ﹤0.01%
1,156
+705
90 91
92
93 94