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
$3.52B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,107
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$16M
3 +$15.7M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$14.1M
5
VTV icon
Vanguard Value ETF
VTV
+$10.3M

Sector Composition

1 Technology 11.79%
2 Financials 4.77%
3 Consumer Discretionary 3.56%
4 Industrials 3.32%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GFAI icon
3051
Guardforce AI
GFAI
$17.4M
$8.05K ﹤0.01%
7,000
SPR
3052
DELISTED
Spirit AeroSystems
SPR
$8.05K ﹤0.01%
73
-751
RDN icon
3053
Radian Group
RDN
$4.98B
$8K ﹤0.01%
176
+65
NHI icon
3054
National Health Investors
NHI
$3.71B
$7.99K ﹤0.01%
+62
PLXS icon
3055
Plexus
PLXS
$4.1B
-13
PEZ icon
3056
Invesco Dorsey Wright Consumer Cyclicals Momentum ETF
PEZ
$26.5M
$7.96K ﹤0.01%
80
TDAY
3057
USA Today Co
TDAY
$808M
$7.93K ﹤0.01%
2,098
+223
QGEN icon
3058
Qiagen
QGEN
$9.88B
$7.93K ﹤0.01%
31
-39
XOP icon
3059
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.78B
$7.93K ﹤0.01%
63
+21
NHC icon
3060
National Healthcare
NHC
$2.2B
0
GAA icon
3061
Cambria Global Asset Allocation ETF
GAA
$60.4M
$7.91K ﹤0.01%
259
CLDX icon
3062
Celldex Therapeutics
CLDX
$1.7B
0
PBI icon
3063
Pitney Bowes
PBI
$1.71B
$7.87K ﹤0.01%
+721
NVTS icon
3064
Navitas Semiconductor
NVTS
$1.8B
$7.86K ﹤0.01%
1,200
+700
FBIZ icon
3065
First Business Financial Services
FBIZ
$473M
$7.85K ﹤0.01%
133
+16
DDIV icon
3066
First Trust Exchange-Traded Fund VI First Trust Dorsey Wright Momentum & Dividend ETF
DDIV
$66.8M
$7.83K ﹤0.01%
205
EKSO icon
3067
Ekso Bionics
EKSO
$12.7M
$7.82K ﹤0.01%
16,000
+15,000
NUMV icon
3068
Nuveen ESG Mid-Cap Value ETF
NUMV
$410M
$7.82K ﹤0.01%
217
+110
DAY icon
3069
Dayforce
DAY
$11.1B
$7.81K ﹤0.01%
141
-68
HEZU icon
3070
iShares Currency Hedged MSCI Eurozone ETF
HEZU
$629M
$7.8K ﹤0.01%
190
+90
BILZ icon
3071
PIMCO Ultra Short Government Active ETF
BILZ
$872M
$7.79K ﹤0.01%
+77
BUFB icon
3072
Innovator Laddered Allocation Buffer ETF
BUFB
$217M
$7.79K ﹤0.01%
+230
BKD icon
3073
Brookdale Senior Living
BKD
$2.56B
0
VFMO icon
3074
Vanguard US Momentum Factor ETF
VFMO
$1.19B
$7.76K ﹤0.01%
45
-3
TOWN icon
3075
Towne Bank
TOWN
$2.76B
-5