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
EE icon
2526
Excelerate Energy
EE
$1.08B
$28.3K ﹤0.01%
1,008
+4
LIF
2527
Life360
LIF
$3.31B
$28.2K ﹤0.01%
440
-4
XYLG icon
2528
Global X S&P 500 Covered Call & Growth ETF
XYLG
$62.9M
$28.2K ﹤0.01%
1,025
+11
GNOM icon
2529
Global X Genomics & Biotechnology ETF
GNOM
$47.3M
$28.1K ﹤0.01%
618
-2,217
OLLI icon
2530
Ollie's Bargain Outlet
OLLI
$6.7B
$28K ﹤0.01%
255
+81
POOL icon
2531
Pool Corp
POOL
$7.6B
$27.9K ﹤0.01%
122
+10
SEPT icon
2532
AllianzIM U.S. Equity Buffer10 Sep ETF
SEPT
$99.4M
$27.9K ﹤0.01%
793
-5
TPL icon
2533
Texas Pacific Land
TPL
$36.6B
$27.9K ﹤0.01%
97
-5
APUE icon
2534
ActivePassive US Equity ETF
APUE
$2.18B
$27.8K ﹤0.01%
667
-895
LEGR icon
2535
First Trust Indxx Innovative Transaction & Process ETF
LEGR
$121M
$27.8K ﹤0.01%
467
LKQ icon
2536
LKQ Corp
LKQ
$7.49B
$27.7K ﹤0.01%
918
-83
PTA icon
2537
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.05B
$27.7K ﹤0.01%
1,433
ADEA icon
2538
Adeia
ADEA
$2.49B
$27.7K ﹤0.01%
1,603
DVA icon
2539
DaVita
DVA
$10.1B
$27.6K ﹤0.01%
243
-725
BATT icon
2540
Amplify Lithium & Battery Technology ETF
BATT
$110M
$27.6K ﹤0.01%
2,000
QTOC icon
2541
Innovator Growth Accelerated Plus ETF October
QTOC
$15.9M
$27.5K ﹤0.01%
805
+300
MMIT icon
2542
IQ MacKay Municipal Intermediate ETF
MMIT
$1.44B
$27.5K ﹤0.01%
1,130
REXR icon
2543
Rexford Industrial Realty
REXR
$7.99B
$27.5K ﹤0.01%
710
-49
MKSI icon
2544
MKS Inc
MKSI
$14.4B
$27.5K ﹤0.01%
172
+148
RGLO
2545
Russell Investments Global Equity ETF
RGLO
$274M
$27.4K ﹤0.01%
924
JHMD icon
2546
John Hancock Multifactor Developed International ETF
JHMD
$1.11B
$27.4K ﹤0.01%
660
+11
KNSL icon
2547
Kinsale Capital Group
KNSL
$8.39B
$27.4K ﹤0.01%
70
-140
HAUZ icon
2548
Xtrackers International Real Estate ETF
HAUZ
$977M
$27.4K ﹤0.01%
1,179
+1,168
NTCT icon
2549
NETSCOUT
NTCT
$2.17B
$27.4K ﹤0.01%
1,011
+602
CNA icon
2550
CNA Financial
CNA
$12.6B
$27.4K ﹤0.01%
573
-47
100 101
102
103 104