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
KRC icon
2801
Kilroy Realty
KRC
$4.75B
$16.4K ﹤0.01%
225
-63
BUL icon
2802
Pacer US Cash Cows Growth ETF
BUL
$105M
$16.4K ﹤0.01%
314
+87
REYN icon
2803
Reynolds Consumer Products
REYN
$5.11B
$16.4K ﹤0.01%
576
-9
KN icon
2804
Knowles
KN
$1.91B
0
FLO icon
2805
Flowers Foods
FLO
$2.31B
$16.4K ﹤0.01%
1,257
-721
RYAAY icon
2806
Ryanair
RYAAY
$37.4B
$16.4K ﹤0.01%
272
-22
PBPB
2807
DELISTED
Potbelly
PBPB
$16.4K ﹤0.01%
941
+51
TY icon
2808
TRI-Continental Corp
TY
$1.69B
$16.4K ﹤0.01%
482
+202
PSFF icon
2809
Pacer Swan SOS Fund of Funds ETF
PSFF
$539M
$16.4K ﹤0.01%
518
+513
BGY icon
2810
BlackRock Enhanced International Dividend Trust
BGY
$523M
$16.3K ﹤0.01%
2,833
FRHC icon
2811
Freedom Holding
FRHC
$8.15B
$16.2K ﹤0.01%
94
-60
GUT
2812
Gabelli Utility Trust
GUT
$529M
$16.2K ﹤0.01%
2,662
IRMD icon
2813
iRadimed
IRMD
$1.23B
$16.2K ﹤0.01%
227
+102
RDY icon
2814
Dr. Reddy's Laboratories
RDY
$11.7B
$16.1K ﹤0.01%
1,155
+1,000
SLG icon
2815
SL Green Realty
SLG
$3.23B
0
CRF
2816
Cornerstone Total Return Fund
CRF
$1.21B
$16.1K ﹤0.01%
2,000
+650
HFSI
2817
Hartford Strategic Income ETF
HFSI
$339M
$16.1K ﹤0.01%
+451
ALC icon
2818
Alcon
ALC
$38.8B
$16K ﹤0.01%
215
+51
MSA icon
2819
Mine Safety
MSA
$6.28B
0
NTSK
2820
Netskope Inc
NTSK
$7.43B
$15.9K ﹤0.01%
+700
AKAM icon
2821
Akamai
AKAM
$12.6B
$15.9K ﹤0.01%
160
+120
ETY icon
2822
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.38B
$15.9K ﹤0.01%
1,000
-41
CALX icon
2823
Calix
CALX
$3.61B
0
SGRY icon
2824
Surgery Partners
SGRY
$1.99B
-14
USO icon
2825
United States Oil Fund
USO
$933M
$15.9K ﹤0.01%
215