IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.52B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,107
New
Increased
Reduced
Closed

Top Buys

1
+$22.5M
2
+$16M
3
+$15.7M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$14.1M
5
VTV icon
Vanguard Value ETF
VTV
+$10.3M

Top Sells

1
+$22.1M
2
+$20.9M
3
+$19.3M
4
DFAU icon
Dimensional US Core Equity Market ETF
DFAU
+$16.7M
5
SHV icon
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$16.4M

Sector Composition

1 Technology 11.79%
2 Financials 4.77%
3 Consumer Discretionary 3.56%
4 Industrials 3.32%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CHW
2526
Calamos Global Dynamic Income Fund
CHW
$465M
$20.9K ﹤0.01%
2,926
+66
MTCH icon
2527
Match Group
MTCH
$7.8B
$20.7K ﹤0.01%
387
-6,692
TMAR
2528
FT Vest Emerging Markets Buffer ETF - March
TMAR
$2.27M
$20.7K ﹤0.01%
+986
FIGS icon
2529
FIGS
FIGS
$2B
$20.7K ﹤0.01%
1,425
-1,097
BKIE icon
2530
BNY Mellon International Equity ETF
BKIE
$1.13B
$20.7K ﹤0.01%
240
-45
DFSI icon
2531
Dimensional International Sustainability Core 1 ETF
DFSI
$916M
$20.6K ﹤0.01%
523
+1
CYTK icon
2532
Cytokinetics
CYTK
$7.67B
$20.5K ﹤0.01%
311
+68
NVST icon
2533
Envista
NVST
$3.66B
$20.5K ﹤0.01%
949
+861
GLBE icon
2534
Global E Online
GLBE
$6.82B
$20.5K ﹤0.01%
611
+141
KFY icon
2535
Korn Ferry
KFY
$3.56B
$20.5K ﹤0.01%
279
+191
BBAI icon
2536
BigBear.ai
BBAI
$2.73B
$20.4K ﹤0.01%
3,005
+505
BBW icon
2537
Build-A-Bear
BBW
$702M
$20.4K ﹤0.01%
298
+243
COPX icon
2538
Global X Copper Miners ETF NEW
COPX
$4.13B
$20.3K ﹤0.01%
450
+350
NTSX icon
2539
WisdomTree US Efficient Core Fund
NTSX
$1.28B
$20.2K ﹤0.01%
404
+104
OGS icon
2540
ONE Gas
OGS
$4.65B
$20.2K ﹤0.01%
281
+63
SATS icon
2541
EchoStar
SATS
$29.9B
$20.2K ﹤0.01%
51
-273
JMOM icon
2542
JPMorgan US Momentum Factor ETF
JMOM
$1.74B
$20.2K ﹤0.01%
314
+154
VLY icon
2543
Valley National Bancorp
VLY
$6.7B
$20.2K ﹤0.01%
+2,259
ROBO icon
2544
ROBO Global Robotics & Automation Index ETF
ROBO
$1.27B
$20.1K ﹤0.01%
336
-600
AKR icon
2545
Acadia Realty Trust
AKR
$2.7B
– –
0
CANG
2546
Cango Inc
CANG
$537M
$19.9K ﹤0.01%
4,093
MAN icon
2547
ManpowerGroup
MAN
$1.38B
$19.8K ﹤0.01%
491
+448
SLG icon
2548
SL Green Realty
SLG
$3.15B
– –
0
AKAM icon
2549
Akamai
AKAM
$12.8B
$19.8K ﹤0.01%
40
-278
GNOM icon
2550
Global X Genomics & Biotechnology ETF
GNOM
$55.3M
$19.8K ﹤0.01%
587
-18
100 101
102
103 104