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
COPX icon
2851
Global X Copper Miners ETF NEW
COPX
$3.8B
$15K ﹤0.01%
250
-200
SPEU icon
2852
SPDR Portfolio Europe ETF
SPEU
$727M
$14.9K ﹤0.01%
300
GSAT icon
2853
Globalstar
GSAT
$9.26B
$14.9K ﹤0.01%
324
-19
KAI icon
2854
Kadant
KAI
$3.44B
-175
BANR icon
2855
Banner Corp
BANR
$2.26B
0
GTES icon
2856
Gates Industrial
GTES
$5.66B
$14.8K ﹤0.01%
25
-174
AMH icon
2857
American Homes 4 Rent
AMH
$11.5B
$14.8K ﹤0.01%
280
+258
TRI icon
2858
Thomson Reuters
TRI
$58.1B
$14.8K ﹤0.01%
95
-22
NVDY icon
2859
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.58B
$14.7K ﹤0.01%
875
+145
SDIV icon
2860
Global X SuperDividend ETF
SDIV
$1.07B
$14.7K ﹤0.01%
611
-153
LSAT icon
2861
LeaderShares AlphaFactor Tactical Focused ETF
LSAT
$77.2M
$14.6K ﹤0.01%
353
VYX icon
2862
NCR Voyix
VYX
$1.4B
-385
JPEM icon
2863
JPMorgan Diversified Return Emerging Markets Equity ETF
JPEM
$371M
$14.6K ﹤0.01%
247
+15
CR icon
2864
Crane Co
CR
$11B
$14.5K ﹤0.01%
79
+14
TXG icon
2865
10x Genomics
TXG
$1.96B
$14.5K ﹤0.01%
1,221
-11
ATGE icon
2866
Adtalem Global Education
ATGE
$3.37B
-33
CWST icon
2867
Casella Waste Systems
CWST
$6.29B
0
LBTYK icon
2868
Liberty Global Class C
LBTYK
$3.73B
$14.5K ﹤0.01%
1,232
+13
PTRB icon
2869
PGIM Total Return Bond ETF
PTRB
$663M
$14.5K ﹤0.01%
343
+15
CBUS icon
2870
Cibus
CBUS
$84.9M
$14.5K ﹤0.01%
11,216
-5
MFG icon
2871
Mizuho Financial
MFG
$91.4B
$14.4K ﹤0.01%
2,155
-169
WMS icon
2872
Advanced Drainage Systems
WMS
$11.6B
0
SQFT icon
2873
Presidio Property Trust
SQFT
$6.12M
$14.4K ﹤0.01%
2,705
-30,138
BIPC icon
2874
Brookfield Infrastructure
BIPC
$5.52B
$14.4K ﹤0.01%
4
-177
OR icon
2875
OR Royalties Inc
OR
$6.78B
$14.4K ﹤0.01%
358
-262