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
PBI icon
3051
Pitney Bowes
PBI
$1.65B
$10.6K ﹤0.01%
913
+192
SXI icon
3052
Standex International
SXI
$2.82B
-11
EMTL icon
3053
State Street DoubleLine Emerging Markets Fixed Income ETF
EMTL
$105M
$10.6K ﹤0.01%
241
+2
SEIM icon
3054
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$1.03B
$10.6K ﹤0.01%
233
SAM icon
3055
Boston Beer
SAM
$2.16B
-36
NMIH icon
3056
NMI Holdings
NMIH
$3.04B
$10.5K ﹤0.01%
275
+30
FHI icon
3057
Federated Hermes
FHI
$4.05B
0
CLBK icon
3058
Columbia Financial
CLBK
$1.79B
$10.5K ﹤0.01%
411
+9
PTGX icon
3059
Protagonist Therapeutics
PTGX
$5.96B
0
EQX icon
3060
Equinox Gold
EQX
$11.5B
$10.5K ﹤0.01%
933
+124
CC icon
3061
Chemours
CC
$1.94B
0
PINC
3062
DELISTED
Premier
PINC
0
GNW icon
3063
Genworth Financial
GNW
$3.54B
$10.4K ﹤0.01%
1,173
-254
ISRA icon
3064
VanEck Israel ETF
ISRA
$120M
$10.4K ﹤0.01%
+191
FLXR
3065
TCW Flexible Income ETF
FLXR
$2.28B
$10.4K ﹤0.01%
262
RBUF
3066
Innovator U.S. Small Cap 10 Buffer ETF - Quarterly
RBUF
$69.5M
$10.4K ﹤0.01%
363
+132
PFS icon
3067
Provident Financial Services
PFS
$2.75B
$10.4K ﹤0.01%
444
-48
JPMO icon
3068
YieldMax JPM Option Income Strategy ETF
JPMO
$57.7M
$10.4K ﹤0.01%
600
CFFN icon
3069
Capitol Federal Financial
CFFN
$905M
$10.3K ﹤0.01%
1,629
+216
AISP
3070
Airship AI Holdings
AISP
$105M
$10.3K ﹤0.01%
2,000
TPC
3071
Tutor Perini Cor
TPC
$3.55B
-11
SBH icon
3072
Sally Beauty Holdings
SBH
$1.52B
$10.3K ﹤0.01%
583
-872
JBLU icon
3073
JetBlue
JBLU
$1.8B
0
ADUS icon
3074
Addus HomeCare
ADUS
$2.12B
0
NAC icon
3075
Nuveen California Quality Municipal Income Fund
NAC
$1.75B
$10.3K ﹤0.01%
893
+18