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
BY icon
2951
Byline Bancorp
BY
$1.39B
$12.5K ﹤0.01%
428
+224
DPRO
2952
Draganfly
DPRO
$220M
$12.4K ﹤0.01%
1,800
-3,000
ACMR icon
2953
ACM Research
ACMR
$3.05B
$12.4K ﹤0.01%
315
DHIL icon
2954
Diamond Hill
DHIL
$467M
$12.4K ﹤0.01%
73
+32
ETHW
2955
Bitwise Ethereum ETF
ETHW
$241M
$12.3K ﹤0.01%
578
+468
CELU icon
2956
Celularity
CELU
$35.5M
$12.2K ﹤0.01%
11,000
-1,000
PI icon
2957
Impinj
PI
$2.71B
$12.2K ﹤0.01%
70
SANM icon
2958
Sanmina
SANM
$6.78B
$12.2K ﹤0.01%
81
+11
ORA icon
2959
Ormat Technologies
ORA
$6.7B
$12.2K ﹤0.01%
110
+3
OS
2960
OneStream Inc
OS
$4.49B
$12.1K ﹤0.01%
661
+160
DFH icon
2961
Dream Finders Homes
DFH
$1.41B
$12.1K ﹤0.01%
707
EOSE icon
2962
Eos Energy Enterprises
EOSE
$1.97B
$12.1K ﹤0.01%
1,055
+184
TAK icon
2963
Takeda Pharmaceutical
TAK
$56.3B
$12K ﹤0.01%
769
-66
QUAD icon
2964
Quad
QUAD
$346M
$12K ﹤0.01%
1,909
+1,770
PBR icon
2965
Petrobras
PBR
$120B
$11.9K ﹤0.01%
1,003
QCOC
2966
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
$75.5M
$11.9K ﹤0.01%
529
PFD
2967
Flaherty & Crumrine Preferred and Income Fund
PFD
$147M
$11.9K ﹤0.01%
1,000
-9,433
HAE icon
2968
Haemonetics
HAE
$2.78B
$11.9K ﹤0.01%
148
+68
NNI icon
2969
Nelnet
NNI
$4.66B
$11.8K ﹤0.01%
89
+66
RDN icon
2970
Radian Group
RDN
$4.49B
$11.8K ﹤0.01%
328
+98
FRHC icon
2971
Freedom Holding
FRHC
$8.16B
$11.8K ﹤0.01%
97
+3
ARQQ icon
2972
Arqit Quantum
ARQQ
$215M
$11.8K ﹤0.01%
+539
EH
2973
EHang Holdings
EH
$858M
$11.8K ﹤0.01%
894
MPTI icon
2974
M-tron Industries
MPTI
$191M
$11.8K ﹤0.01%
221
TRIN icon
2975
Trinity Capital
TRIN
$1.2B
$11.7K ﹤0.01%
800