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
XAGG
2726
Eaton Vance Income Opportunities ETF
XAGG
$706M
$20.1K ﹤0.01%
+398
OGE icon
2727
OGE Energy
OGE
$9.97B
$20K ﹤0.01%
468
-18
TRGP icon
2728
Targa Resources
TRGP
$51.6B
$19.9K ﹤0.01%
108
-269
HL icon
2729
Hecla Mining
HL
$13.1B
$19.8K ﹤0.01%
1,034
+1,006
BRKR icon
2730
Bruker
BRKR
$5.14B
$19.8K ﹤0.01%
421
-949
IRMD icon
2731
iRadimed
IRMD
$1.27B
$19.7K ﹤0.01%
203
-24
CLH icon
2732
Clean Harbors
CLH
$15.3B
$19.7K ﹤0.01%
84
+29
MTN icon
2733
Vail Resorts
MTN
$4.71B
$19.7K ﹤0.01%
148
+31
AOM icon
2734
iShares Core Moderate Allocation ETF
AOM
$1.66B
$19.6K ﹤0.01%
411
COUR icon
2735
Coursera
COUR
$1.02B
$19.5K ﹤0.01%
2,655
+648
DGCB icon
2736
Dimensional Global Credit ETF
DGCB
$889M
$19.5K ﹤0.01%
360
-690
CBUS icon
2737
Cibus
CBUS
$250M
$19.5K ﹤0.01%
11,216
URG
2738
Ur-Energy
URG
$602M
$19.5K ﹤0.01%
14,000
+7,982
EWQ icon
2739
iShares MSCI France ETF
EWQ
$342M
$19.3K ﹤0.01%
430
+175
SFL icon
2740
SFL Corp
SFL
$1.31B
$19.3K ﹤0.01%
2,474
-75
IDRV icon
2741
iShares Self-Driving EV and Tech ETF
IDRV
$149M
$19.2K ﹤0.01%
507
+1
LMB icon
2742
Limbach Holdings
LMB
$923M
$19.2K ﹤0.01%
247
VOD icon
2743
Vodafone
VOD
$33.3B
$19.2K ﹤0.01%
1,455
SIL icon
2744
Global X Silver Miners ETF NEW
SIL
$5.87B
$19.2K ﹤0.01%
230
-4
BYD icon
2745
Boyd Gaming
BYD
$6.16B
$19.2K ﹤0.01%
225
-29
GAMB icon
2746
Gambling.com
GAMB
$148M
$19.1K ﹤0.01%
3,500
GLUE icon
2747
Monte Rosa Therapeutics
GLUE
$1.22B
$19.1K ﹤0.01%
1,218
+66
ABR icon
2748
Arbor Realty Trust
ABR
$1.48B
$19K ﹤0.01%
2,453
KLIC icon
2749
Kulicke & Soffa
KLIC
$3.37B
$18.9K ﹤0.01%
415
+224
NUMV icon
2750
Nuveen ESG Mid-Cap Value ETF
NUMV
$419M
$18.9K ﹤0.01%
483
+250