IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,198
New
Increased
Reduced
Closed

Top Buys

1
+$18.9M
2
+$12.3M
3
+$10.1M
4
FNV icon
Franco-Nevada
FNV
+$9.51M
5
HDV
iShares Core High Dividend ETF
HDV
+$8.84M

Top Sells

1
+$23.7M
2
+$10.7M
3
+$9.75M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.76M
5
VTV icon
Vanguard Value ETF
VTV
+$7.56M

Sector Composition

1 Technology 11.72%
2 Financials 4.45%
3 Consumer Discretionary 3.39%
4 Industrials 3.28%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IX icon
2776
ORIX
IX
$32.9B
$12.9K ﹤0.01%
495
-41
PSK icon
2777
State Street SPDR ICE Preferred Securities ETF
PSK
$708M
$12.9K ﹤0.01%
390
-8
SEE icon
2778
Sealed Air
SEE
$6.2B
$12.8K ﹤0.01%
362
+50
JETS icon
2779
US Global Jets ETF
JETS
$763M
$12.8K ﹤0.01%
519
+110
PSCE icon
2780
Invesco S&P SmallCap Energy ETF
PSCE
$117M
$12.8K ﹤0.01%
300
MTEK icon
2781
Maris-Tech
MTEK
$11.8M
$12.8K ﹤0.01%
6,873
PAAS icon
2782
Pan American Silver
PAAS
$23B
$12.8K ﹤0.01%
330
+57
CLH icon
2783
Clean Harbors
CLH
$15.2B
$12.8K ﹤0.01%
+55
DBEU icon
2784
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
$677M
$12.8K ﹤0.01%
277
-1
PBR icon
2785
Petrobras
PBR
$133B
$12.7K ﹤0.01%
1,003
+25
PI icon
2786
Impinj
PI
$3.12B
$12.7K ﹤0.01%
70
-42
ETG
2787
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.54B
$12.6K ﹤0.01%
598
+307
ICFI icon
2788
ICF International
ICFI
$1.19B
$12.6K ﹤0.01%
136
+67
VSH icon
2789
Vishay Intertechnology
VSH
$2.43B
$12.5K ﹤0.01%
820
+641
MEI icon
2790
Methode Electronics
MEI
$195M
$12.5K ﹤0.01%
1,660
+191
CCEP icon
2791
Coca-Cola Europacific Partners
CCEP
$40.4B
$12.5K ﹤0.01%
138
+3
AMBA icon
2792
Ambarella
AMBA
$2.24B
$12.5K ﹤0.01%
151
+3
CLF icon
2793
Cleveland-Cliffs
CLF
$4.79B
$12.5K ﹤0.01%
+1,021
WFRD icon
2794
Weatherford International
WFRD
$6.8B
$12.5K ﹤0.01%
182
-1,318
KDEF
2795
PLUS Korea Defense Industry Index ETF
KDEF
$159M
$12.4K ﹤0.01%
250
UVE icon
2796
Universal Insurance Holdings
UVE
$954M
$12.4K ﹤0.01%
472
-396
TRIN icon
2797
Trinity Capital
TRIN
$1.22B
$12.4K ﹤0.01%
+800
ACMR icon
2798
ACM Research
ACMR
$2.57B
$12.3K ﹤0.01%
315
+10
SFNC icon
2799
Simmons First National
SFNC
$2.81B
$12.3K ﹤0.01%
643
+218
CRK icon
2800
Comstock Resources
CRK
$6.2B
$12.3K ﹤0.01%
+619
110 111
112
113 114