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
ERIC icon
2976
Ericsson
ERIC
$31.9B
$12K ﹤0.01%
1,453
-49
APPN icon
2977
Appian
APPN
$2.79B
$12K ﹤0.01%
393
+348
BCPC
2978
Balchem Corp
BCPC
$5.05B
$12K ﹤0.01%
68
-60
YMAX icon
2979
YieldMax Universe Fund of Option Income ETFs
YMAX
$729M
$12K ﹤0.01%
+935
THY icon
2980
Toews Agility Shares Dynamic Tactical Income ETF
THY
$63.1M
$12K ﹤0.01%
527
FIGS icon
2981
FIGS
FIGS
$1.94B
$12K ﹤0.01%
1,788
+363
CMT icon
2982
Core Molding Technologies
CMT
$175M
$12K ﹤0.01%
566
+4
DEEP icon
2983
Acquirers Small and Micro Deep Value ETF
DEEP
$25.8M
$12K ﹤0.01%
330
SGDJ icon
2984
Sprott Junior Gold Miners ETF
SGDJ
$323M
$11.9K ﹤0.01%
166
+29
TARS icon
2985
Tarsus Pharmaceuticals
TARS
$3.42B
-48
HWKN icon
2986
Hawkins
HWKN
$2.97B
0
NWE icon
2987
NorthWestern Energy
NWE
$4.17B
$11.8K ﹤0.01%
174
-111
VCEL icon
2988
Vericel Corp
VCEL
$1.85B
-41
BRSL
2989
Brightstar Lottery PLC
BRSL
$3.04B
-7
ATMU icon
2990
Atmus Filtration Technologies
ATMU
$4.3B
-25
DFIN icon
2991
Donnelley Financial Solutions
DFIN
$1.22B
$11.8K ﹤0.01%
183
+9
REKR icon
2992
Rekor Systems
REKR
$212M
$11.8K ﹤0.01%
7,500
SKY icon
2993
Champion Homes
SKY
$4.91B
0
PVH icon
2994
PVH
PVH
$3.45B
$11.7K ﹤0.01%
116
-27
LZ icon
2995
LegalZoom.com
LZ
$1.79B
$11.7K ﹤0.01%
1,128
+11
QCOC
2996
FT Vest Nasdaq-100 Conservative Buffer ETF - October
QCOC
$77M
$11.6K ﹤0.01%
529
AEHR icon
2997
Aehr Test Systems
AEHR
$688M
$11.6K ﹤0.01%
215
-85
GIL icon
2998
Gildan
GIL
$11.2B
$11.6K ﹤0.01%
+200
MDU icon
2999
MDU Resources
MDU
$4B
-25
SSRM icon
3000
SSR Mining
SSRM
$4.43B
-527