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
$3.88B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,247
New
Increased
Reduced
Closed

Top Sells

1 +$23.7M
2 +$11.7M
3 +$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M
5
ALK icon
Alaska Air
ALK
+$8.98M

Sector Composition

1 Technology 11.75%
2 Financials 4.5%
3 Consumer Discretionary 3.45%
4 Healthcare 3.3%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HCKT icon
2651
Hackett Group
HCKT
$506M
$21.2K ﹤0.01%
1,055
+1,004
STEP icon
2652
StepStone Group
STEP
$4.95B
0
PRAY icon
2653
FIS Christian Stock Fund
PRAY
$69.4M
$21.1K ﹤0.01%
674
-7,409
KEX icon
2654
Kirby Corp
KEX
$5.95B
$21.1K ﹤0.01%
229
-28
BATRA icon
2655
Atlanta Braves Holdings Series A
BATRA
$2.75B
$21.1K ﹤0.01%
463
+431
LAKE icon
2656
Lakeland Industries
LAKE
$80.3M
$20.9K ﹤0.01%
1,386
-14
KSEP
2657
Innovator U.S. Small Cap Power Buffer ETF - September
KSEP
$55M
$20.8K ﹤0.01%
760
+360
KFY icon
2658
Korn Ferry
KFY
$3.6B
$20.8K ﹤0.01%
297
+18
RIO icon
2659
Rio Tinto
RIO
$125B
$20.7K ﹤0.01%
314
-72
ZNOV
2660
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$115M
$20.7K ﹤0.01%
+784
TCOM icon
2661
Trip.com Group
TCOM
$47B
$20.7K ﹤0.01%
275
JPSE icon
2662
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$515M
$20.7K ﹤0.01%
415
+2
ETOR
2663
eToro Group
ETOR
$2.91B
$20.6K ﹤0.01%
500
-500
IBOC icon
2664
International Bancshares
IBOC
$4.42B
$20.6K ﹤0.01%
250
-25
KEN icon
2665
Kenon Holdings
KEN
$3.2B
$20.6K ﹤0.01%
456
SANA icon
2666
Sana Biotechnology
SANA
$1.27B
$20.6K ﹤0.01%
5,799
+3,898
CACC icon
2667
Credit Acceptance
CACC
$5.04B
0
THG icon
2668
Hanover Insurance
THG
$6.57B
$20.5K ﹤0.01%
95
-27
AVTR icon
2669
Avantor
AVTR
$7.57B
0
IZRL icon
2670
ARK Israel Innovative Technology ETF
IZRL
$129M
$20.5K ﹤0.01%
703
+353
PAGP icon
2671
Plains GP Holdings
PAGP
$3.74B
$20.4K ﹤0.01%
1,121
+1
FORM icon
2672
FormFactor
FORM
$4.17B
$20.4K ﹤0.01%
475
+188
BCC icon
2673
Boise Cascade
BCC
$2.83B
$20.4K ﹤0.01%
+22
BUFS
2674
FT Vest Laddered Small Cap Moderate Buffer ETF
BUFS
$109M
$20.4K ﹤0.01%
+908
UTI icon
2675
Universal Technical Institute
UTI
$1.43B
$20.2K ﹤0.01%
128
+53