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
LADR
3101
Ladder Capital
LADR
$1.45B
$7.4K ﹤0.01%
688
+578
MARW icon
3102
AllianzIM U.S. Large Cap Buffer20 Mar ETF
MARW
$68.5M
$7.35K ﹤0.01%
226
+50
TSLY icon
3103
YieldMax TSLA Option Income Strategy ETF
TSLY
$1.21B
$7.35K ﹤0.01%
+180
SEM icon
3104
Select Medical
SEM
$1.86B
-69
ESI icon
3105
Element Solutions
ESI
$6.09B
$7.32K ﹤0.01%
201
+87
MRC
3106
DELISTED
MRC Global
MRC
0
NAT icon
3107
Nordic American Tanker
NAT
$714M
$7.27K ﹤0.01%
2,764
+2,158
NNI icon
3108
Nelnet
NNI
$4.98B
0
JBGS
3109
JBG SMITH
JBGS
$1.02B
0
FOVL
3110
DELISTED
iShares Focused Value Factor ETF
FOVL
$7.26K ﹤0.01%
+101
NMZ icon
3111
Nuveen Municipal High Income Opportunity Fund
NMZ
$1.2B
$7.26K ﹤0.01%
700
WHD icon
3112
Cactus
WHD
$3.14B
$7.26K ﹤0.01%
+100
RIG icon
3113
Transocean
RIG
$4.37B
$7.25K ﹤0.01%
2,574
+586
ARCB icon
3114
ArcBest
ARCB
$1.77B
0
ALX
3115
Alexander's
ALX
$1.11B
$7.21K ﹤0.01%
+32
SPHR icon
3116
Sphere Entertainment
SPHR
$3.29B
0
BIAF icon
3117
bioAffinity Technologies
BIAF
$5.58M
$7.18K ﹤0.01%
833
+333
CRC icon
3118
California Resources
CRC
$3.89B
$7.17K ﹤0.01%
157
+129
SEDG icon
3119
SolarEdge
SEDG
$1.74B
-9
UPBD icon
3120
Upbound Group
UPBD
$1B
$7.15K ﹤0.01%
277
+77
MEOH icon
3121
Methanex
MEOH
$3.03B
$7.12K ﹤0.01%
215
ARDX icon
3122
Ardelyx
ARDX
$1.38B
$7.1K ﹤0.01%
+1,812
KB icon
3123
KB Financial Group
KB
$30.9B
$7.1K ﹤0.01%
86
+33
MITK icon
3124
Mitek Systems
MITK
$479M
$7.1K ﹤0.01%
39
-334
BAND icon
3125
Bandwidth Inc
BAND
$454M
$7.09K ﹤0.01%
+418