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
OPLN
2876
Openlane
OPLN
$2.94B
$14.7K ﹤0.01%
492
+216
AIA icon
2877
iShares Asia 50 ETF
AIA
$2.95B
$14.6K ﹤0.01%
150
QTJL icon
2878
Innovator Growth Accelerated Plus ETF July
QTJL
$25.3M
$14.6K ﹤0.01%
370
-105
TSAT icon
2879
Telesat
TSAT
$510M
$14.6K ﹤0.01%
500
QHY
2880
WisdomTree U.S. High Yield Corporate Bond Fund
QHY
$210M
$14.5K ﹤0.01%
313
+66
ENS icon
2881
EnerSys
ENS
$5.93B
$14.5K ﹤0.01%
99
+35
IX icon
2882
ORIX
IX
$32.9B
$14.5K ﹤0.01%
495
PTRB icon
2883
PGIM Total Return Bond ETF
PTRB
$854M
$14.4K ﹤0.01%
343
KYMR icon
2884
Kymera Therapeutics
KYMR
$6.45B
$14.4K ﹤0.01%
185
BNTX icon
2885
BioNTech
BNTX
$22.9B
$14.4K ﹤0.01%
151
+7
ATKR icon
2886
Atkore
ATKR
$1.89B
$14.4K ﹤0.01%
227
COPX icon
2887
Global X Copper Miners ETF NEW
COPX
$7.02B
$14.4K ﹤0.01%
200
-50
DFSE icon
2888
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$530M
$14.4K ﹤0.01%
346
+28
VRNS icon
2889
Varonis Systems
VRNS
$2.9B
$14.3K ﹤0.01%
437
+124
RGEN icon
2890
Repligen
RGEN
$6.43B
$14.3K ﹤0.01%
87
+16
WFRD icon
2891
Weatherford International
WFRD
$6.21B
$14.2K ﹤0.01%
182
HOLX icon
2892
Hologic
HOLX
$16.8B
$14.2K ﹤0.01%
191
+127
DIOD icon
2893
Diodes
DIOD
$2.93B
$14.2K ﹤0.01%
288
+155
FIGS icon
2894
FIGS
FIGS
$2.47B
$14.2K ﹤0.01%
1,248
-540
SAFT icon
2895
Safety Insurance
SAFT
$1.07B
$14.1K ﹤0.01%
181
+100
ZETA icon
2896
Zeta Global
ZETA
$4.36B
$14.1K ﹤0.01%
691
-1,926
AMBA icon
2897
Ambarella
AMBA
$2.25B
$14K ﹤0.01%
198
+47
KRG icon
2898
Kite Realty
KRG
$5.2B
$14K ﹤0.01%
583
+65
BGRN icon
2899
iShares USD Green Bond ETF
BGRN
$447M
$13.9K ﹤0.01%
291
QDIV icon
2900
Global X S&P 500 Quality Dividend ETF
QDIV
$32.1M
$13.9K ﹤0.01%
402
114 115
116
117 118