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
TREX icon
2451
Trex
TREX
$3.89B
$32.1K ﹤0.01%
914
-302
ASPN icon
2452
Aspen Aerogels
ASPN
$302M
$32K ﹤0.01%
11,291
-741
AOCT
2453
Innovator Equity Defined Protection ETF - 2 Yr to October 2026
AOCT
$69.6M
$31.9K ﹤0.01%
1,200
+500
BC icon
2454
Brunswick
BC
$4.47B
$31.8K ﹤0.01%
429
+53
RSSX
2455
Return Stacked U.S. Stocks & Gold/Bitcoin ETF
RSSX
$61.7M
$31.8K ﹤0.01%
1,250
CE icon
2456
Celanese
CE
$6.46B
$31.8K ﹤0.01%
751
+22
BKLN icon
2457
Invesco Senior Loan ETF
BKLN
$6.13B
$31.6K ﹤0.01%
1,503
+981
ISCG icon
2458
iShares Morningstar Small-Cap Growth ETF
ISCG
$863M
$31.6K ﹤0.01%
569
APG icon
2459
APi Group
APG
$17.2B
$31.5K ﹤0.01%
824
+490
ICOW icon
2460
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.63B
$31.4K ﹤0.01%
813
WMG icon
2461
Warner Music
WMG
$14.3B
$31.4K ﹤0.01%
1,025
-2
EOLS icon
2462
Evolus
EOLS
$326M
$31.4K ﹤0.01%
4,727
LAPR icon
2463
Innovator Premium Income 15 Buffer ETF April
LAPR
$6.27M
$31.2K ﹤0.01%
1,243
HFRO
2464
Highland Opportunities and Income Fund
HFRO
$319M
$31.2K ﹤0.01%
+5,222
OLED icon
2465
Universal Display
OLED
$4.43B
$31.2K ﹤0.01%
267
+30
NXST icon
2466
Nexstar Media Group
NXST
$7.08B
$31.1K ﹤0.01%
153
-12
AGQ icon
2467
ProShares Ultra Silver
AGQ
$2.15B
$31K ﹤0.01%
+200
TCBI icon
2468
Texas Capital Bancshares
TCBI
$4.09B
$31K ﹤0.01%
342
+69
CNXC icon
2469
Concentrix
CNXC
$1.94B
$30.9K ﹤0.01%
744
+116
GME icon
2470
GameStop
GME
$10.5B
$30.9K ﹤0.01%
1,540
+10
YOU icon
2471
Clear Secure
YOU
$4.43B
$30.9K ﹤0.01%
881
+239
OGS icon
2472
ONE Gas
OGS
$5.48B
$30.9K ﹤0.01%
400
+17
MPT
2473
Medical Properties Trust
MPT
$2.86B
$30.8K ﹤0.01%
6,166
+2,410
JJSF icon
2474
J&J Snack Foods
JJSF
$1.56B
$30.8K ﹤0.01%
341
+319
PICK icon
2475
iShares MSCI Global Metals & Mining Producers ETF
PICK
$1.81B
$30.8K ﹤0.01%
600