IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
NMZ icon
2976
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.21B
$11.7K ﹤0.01%
1,150
-300
THY icon
2977
Toews Agility Shares Dynamic Tactical Income ETF
THY
$86.3M
$11.7K ﹤0.01%
527
UJAN icon
2978
Innovator US Equity Ultra Buffer ETF January
UJAN
$323M
$11.7K ﹤0.01%
270
OBK icon
2979
Origin Bancorp
OBK
$1.46B
$11.7K ﹤0.01%
310
+231
FTMS
2980
Franklin Short-Term Municipal Income ETF
FTMS
$176M
$11.6K ﹤0.01%
+1,171
EQX icon
2981
Equinox Gold
EQX
$11.2B
$11.6K ﹤0.01%
827
-106
RIG icon
2982
Transocean
RIG
$7.08B
$11.6K ﹤0.01%
2,811
+722
ESLT icon
2983
Elbit Systems
ESLT
$38.3B
$11.6K ﹤0.01%
20
+10
GVA icon
2984
Granite Construction
GVA
$5.42B
$11.5K ﹤0.01%
100
CMT icon
2985
Core Molding Technologies
CMT
$260M
$11.5K ﹤0.01%
575
+1
KRC icon
2986
Kilroy Realty
KRC
$3.72B
$11.5K ﹤0.01%
307
CSV icon
2987
Carriage Services
CSV
$814M
$11.5K ﹤0.01%
271
+1
JPIB icon
2988
JPMorgan International Bond Opportunities ETF
JPIB
$1.92B
$11.4K ﹤0.01%
235
-265
FWONA icon
2989
Liberty Media Series A
FWONA
$20.5B
$11.4K ﹤0.01%
128
+1
ARGT icon
2990
Global X MSCI Argentina ETF
ARGT
$930M
$11.4K ﹤0.01%
+125
AEXA
2991
American Exceptionalism Acquisition Corp
AEXA
$549M
$11.4K ﹤0.01%
+1,000
MHO icon
2992
M/I Homes
MHO
$3.44B
$11.4K ﹤0.01%
89
+8
HG icon
2993
Hamilton Insurance Group
HG
$3.28B
$11.4K ﹤0.01%
408
+114
VSAT icon
2994
Viasat
VSAT
$8.13B
$11.4K ﹤0.01%
330
TRI icon
2995
Thomson Reuters
TRI
$39.9B
$11.3K ﹤0.01%
86
-9
FRME icon
2996
First Merchants
FRME
$2.49B
$11.3K ﹤0.01%
301
+62
PLTK icon
2997
Playtika
PLTK
$1.3B
$11.2K ﹤0.01%
2,842
+2,646
PBJ icon
2998
Invesco Food & Beverage ETF
PBJ
$93.2M
$11.2K ﹤0.01%
250
SD icon
2999
SandRidge Energy
SD
$563M
$11.2K ﹤0.01%
776
+360
FULC icon
3000
Fulcrum Therapeutics
FULC
$523M
$11.2K ﹤0.01%
988
-988
118 119
120
121 122