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
UWM icon
2751
ProShares Ultra Russell2000
UWM
$255M
$18.8K ﹤0.01%
400
PK icon
2752
Park Hotels & Resorts
PK
$2.05B
$18.8K ﹤0.01%
1,795
-2,166
MIND icon
2753
MIND Technology
MIND
$71.9M
$18.7K ﹤0.01%
2,131
HTH icon
2754
Hilltop Holdings
HTH
$2.07B
$18.6K ﹤0.01%
548
+365
VIRC icon
2755
Virco
VIRC
$100M
$18.6K ﹤0.01%
2,910
-112
BBAI icon
2756
BigBear.ai
BBAI
$1.88B
$18.6K ﹤0.01%
3,442
-6,117
SR icon
2757
Spire
SR
$5.48B
$18.4K ﹤0.01%
223
+8
USO icon
2758
United States Oil Fund
USO
$1.87B
$18.4K ﹤0.01%
266
+51
CNYA icon
2759
iShares MSCI China A ETF
CNYA
$212M
$18.3K ﹤0.01%
530
IBOC icon
2760
International Bancshares
IBOC
$4.2B
$18.3K ﹤0.01%
275
TSLY icon
2761
YieldMax TSLA Option Income Strategy ETF
TSLY
$905M
$18.3K ﹤0.01%
1,440
+1,200
TDC icon
2762
Teradata
TDC
$2.45B
$18.1K ﹤0.01%
595
-114
AIZ icon
2763
Assurant
AIZ
$10.9B
$18.1K ﹤0.01%
75
-245
CLBT icon
2764
Cellebrite
CLBT
$3.6B
$18K ﹤0.01%
1,000
KYN icon
2765
Kayne Anderson Energy Infrastructure Fund
KYN
$2.38B
$18K ﹤0.01%
1,456
BABX icon
2766
GraniteShares ETF Trust GraniteShares 2x Long BABA Daily ETF
BABX
$108M
$18K ﹤0.01%
500
-1,500
FYBR
2767
DELISTED
Frontier Communications
FYBR
$18K ﹤0.01%
473
-242
LITM icon
2768
Snow Lake Resources
LITM
$62.9M
$18K ﹤0.01%
+6,000
SW
2769
Smurfit Westrock
SW
$20.8B
$18K ﹤0.01%
465
+13
PEBO icon
2770
Peoples Bancorp
PEBO
$1.13B
$18K ﹤0.01%
598
+223
NWL icon
2771
Newell Brands
NWL
$1.69B
$17.9K ﹤0.01%
4,817
+2,682
PAGP icon
2772
Plains GP Holdings
PAGP
$4.58B
$17.9K ﹤0.01%
934
-186
GNW icon
2773
Genworth Financial
GNW
$3.11B
$17.8K ﹤0.01%
1,976
+803
IRTC icon
2774
iRhythm Holdings
IRTC
$3.65B
$17.7K ﹤0.01%
100
+94
FLG
2775
Flagstar Bank National Association
FLG
$5.08B
$17.7K ﹤0.01%
1,408
109 110
111
112 113