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
LRGF icon
3101
iShares US Equity Factor ETF
LRGF
$3.01B
$9.81K ﹤0.01%
142
SENS icon
3102
Senseonics Holdings Inc
SENS
$280M
$9.81K ﹤0.01%
1,125
-1,250
TRIP icon
3103
TripAdvisor
TRIP
$1.77B
0
FYT icon
3104
First Trust Small Cap Value AlphaDEX Fund
FYT
$149M
$9.78K ﹤0.01%
175
RIG icon
3105
Transocean
RIG
$4.55B
$9.78K ﹤0.01%
1,044
-1,530
ACIO icon
3106
Aptus Collared Investment Opportunity ETF
ACIO
$2.22B
$9.77K ﹤0.01%
225
-249
SHLS icon
3107
Shoals Technologies Group
SHLS
$1.45B
0
VSAT icon
3108
Viasat
VSAT
$4.85B
$9.73K ﹤0.01%
328
-2
LEN.B icon
3109
Lennar Class B
LEN.B
$27.9B
$9.72K ﹤0.01%
81
-8
CWK icon
3110
Cushman & Wakefield Ltd.
CWK
$3.54B
0
TFSL icon
3111
TFS Financial
TFSL
$3.85B
0
SONO icon
3112
Sonos
SONO
$2.21B
0
SHO icon
3113
Sunstone Hotel Investors
SHO
$1.75B
0
IVES
3114
Dan IVES Wedbush AI Revolution ETF
IVES
$955M
$9.64K ﹤0.01%
+300
MXI icon
3115
iShares Global Materials ETF
MXI
$235M
$9.62K ﹤0.01%
104
PSTL
3116
Postal Realty Trust
PSTL
$403M
$9.6K ﹤0.01%
610
+90
RDN icon
3117
Radian Group
RDN
$4.86B
$9.6K ﹤0.01%
195
+19
FFLG icon
3118
Fidelity Fundamental Large Cap Growth ETF
FFLG
$512M
$9.6K ﹤0.01%
325
SAH icon
3119
Sonic Automotive
SAH
$2.23B
-8
FRO icon
3120
Frontline
FRO
$5.09B
$9.57K ﹤0.01%
420
SEIV icon
3121
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$1.05B
$9.57K ﹤0.01%
246
PHK
3122
PIMCO High Income Fund
PHK
$841M
$9.53K ﹤0.01%
1,910
+56
BSRR icon
3123
Sierra Bancorp
BSRR
$459M
$9.51K ﹤0.01%
293
+7
WABC icon
3124
Westamerica Bancorp
WABC
$1.22B
$9.5K ﹤0.01%
190
+36
AZZ icon
3125
AZZ Inc
AZZ
$3.22B
0