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
SFL icon
2701
SFL Corp
SFL
$1.11B
$19.4K ﹤0.01%
2,526
+22
MAN icon
2702
ManpowerGroup
MAN
$1.36B
$19.3K ﹤0.01%
510
+19
QGRW icon
2703
WisdomTree US Quality Growth Fund
QGRW
$2.08B
$19.3K ﹤0.01%
337
YELP icon
2704
Yelp
YELP
$1.87B
0
QCLN icon
2705
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$536M
$19.3K ﹤0.01%
459
OTTR icon
2706
Otter Tail
OTTR
$3.56B
$19.3K ﹤0.01%
153
-188
CBSH icon
2707
Commerce Bancshares
CBSH
$7.37B
$19.2K ﹤0.01%
240
+71
CDP icon
2708
COPT Defense Properties
CDP
$3.31B
$19.2K ﹤0.01%
574
+12
ILCV icon
2709
iShares Morningstar Value ETF
ILCV
$1.16B
$19.2K ﹤0.01%
213
+111
DV icon
2710
DoubleVerify
DV
$1.79B
$19.2K ﹤0.01%
1,600
+729
DNB
2711
DELISTED
Dun & Bradstreet
DNB
$19.2K ﹤0.01%
2,094
+1,592
AER icon
2712
AerCap
AER
$24.2B
$19.1K ﹤0.01%
158
-31
VSCO icon
2713
Victoria's Secret
VSCO
$4.27B
0
TTMI icon
2714
TTM Technologies
TTMI
$7.06B
$19.1K ﹤0.01%
235
+152
MPW icon
2715
Medical Properties Trust
MPW
$2.96B
$19K ﹤0.01%
3,756
-543
CNH
2716
CNH Industrial
CNH
$12B
-6,484
HCSG icon
2717
Healthcare Services Group
HCSG
$1.34B
$19K ﹤0.01%
1,127
+766
BETZ icon
2718
Roundhill Sports Betting & iGaming ETF
BETZ
$65.5M
$18.9K ﹤0.01%
792
-2
UFCS icon
2719
United Fire Group
UFCS
$929M
$18.9K ﹤0.01%
621
+351
AWR icon
2720
American States Water
AWR
$2.85B
$18.8K ﹤0.01%
257
-48
FULC icon
2721
Fulcrum Therapeutics
FULC
$841M
$18.8K ﹤0.01%
1,906
+298
EXPO icon
2722
Exponent
EXPO
$3.68B
$18.8K ﹤0.01%
148
+48
PRSU
2723
Pursuit Attractions and Hospitality Inc
PRSU
$1.04B
0
IDRV icon
2724
iShares Self-Driving EV and Tech ETF
IDRV
$165M
$18.6K ﹤0.01%
507
RRR icon
2725
Red Rock Resorts
RRR
$3.75B
-33