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
PAAS icon
3076
Pan American Silver
PAAS
$21.8B
$7.75K ﹤0.01%
273
+27
UFCS icon
3077
United Fire Group
UFCS
$941M
$7.75K ﹤0.01%
270
+263
AGIG
3078
Abundia Global Impact Group Inc.
AGIG
$63.5M
$7.73K ﹤0.01%
5,500
+5,000
PSTL
3079
Postal Realty Trust
PSTL
$421M
$7.72K ﹤0.01%
520
+161
HYXF icon
3080
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$188M
$7.7K ﹤0.01%
162
-1
MBC icon
3081
MasterBrand
MBC
$1.42B
$7.7K ﹤0.01%
362
-129
JMSI icon
3082
JPMorgan Sustainable Municipal Income ETF
JMSI
$330M
$7.66K ﹤0.01%
+155
CCB icon
3083
Coastal Financial
CCB
$1.77B
0
BBEU icon
3084
JPMorgan BetaBuilders Europe ETF
BBEU
$8.65B
$7.62K ﹤0.01%
113
+22
ACT icon
3085
Enact Holdings
ACT
$5.83B
-13
BIPC icon
3086
Brookfield Infrastructure
BIPC
$5.48B
$7.61K ﹤0.01%
181
+93
VRNS icon
3087
Varonis Systems
VRNS
$3.94B
$7.61K ﹤0.01%
+150
CSR
3088
Centerspace
CSR
$1.09B
$7.58K ﹤0.01%
+126
USNA icon
3089
Usana Health Sciences
USNA
$364M
0
CNS icon
3090
Cohen & Steers
CNS
$3.18B
$7.54K ﹤0.01%
100
+59
BMBL icon
3091
Bumble
BMBL
$390M
-46
IRMD icon
3092
iRadimed
IRMD
$1.24B
$7.47K ﹤0.01%
125
+58
REMG
3093
Russell Investments Emerging Markets Equity ETF
REMG
$72.5M
$7.47K ﹤0.01%
+289
WABC icon
3094
Westamerica Bancorp
WABC
$1.25B
$7.46K ﹤0.01%
+154
RVLV icon
3095
Revolve Group
RVLV
$2.07B
0
JULQ
3096
DELISTED
Innovator Premium Income 40 Barrier ETF July
JULQ
$7.44K ﹤0.01%
+300
FXR icon
3097
First Trust Industrials/Producer Durables AlphaDEX Fund
FXR
$1.68B
$7.43K ﹤0.01%
100
-100
ALG icon
3098
Alamo Group
ALG
$2.11B
-2
QTRX icon
3099
Quanterix
QTRX
$308M
0
OSBC icon
3100
Old Second Bancorp
OSBC
$1.08B
$7.4K ﹤0.01%
393
+365