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
DISO icon
3151
YieldMax DIS Option Income Strategy ETF
DISO
$28.2M
$8.99K ﹤0.01%
700
PTLO icon
3152
Portillo's
PTLO
$331M
$8.96K ﹤0.01%
1,390
-5
TECK icon
3153
Teck Resources
TECK
$21.4B
$8.96K ﹤0.01%
204
+75
WK icon
3154
Workiva
WK
$4.89B
$8.95K ﹤0.01%
104
+68
CHCO icon
3155
City Holding Co
CHCO
$1.82B
0
ZECP icon
3156
Zacks Earnings Consistent Portfolio ETF
ZECP
$287M
$8.91K ﹤0.01%
265
-293
AGM icon
3157
Federal Agricultural Mortgage
AGM
$1.95B
-3
RBA icon
3158
RB Global
RBA
$19.2B
$8.88K ﹤0.01%
74
-524
QYLG icon
3159
Global X Nasdaq 100 Covered Call & Growth ETF
QYLG
$131M
$8.85K ﹤0.01%
301
-4,854
CTXR icon
3160
Citius Pharmaceuticals
CTXR
$19.9M
$8.78K ﹤0.01%
7,083
CRC icon
3161
California Resources
CRC
$3.84B
$8.78K ﹤0.01%
165
+8
IMVT icon
3162
Immunovant
IMVT
$5.3B
0
DVAX icon
3163
Dynavax Technologies
DVAX
$1.28B
0
CMPR icon
3164
Cimpress
CMPR
$1.87B
$8.76K ﹤0.01%
139
+15
FA icon
3165
First Advantage
FA
$2.61B
0
JFLX
3166
JPMorgan Flexible Debt ETF
JFLX
$1.18B
$8.74K ﹤0.01%
+174
MSFO icon
3167
YieldMax MSFT Option Income Strategy ETF
MSFO
$128M
$8.71K ﹤0.01%
500
VFLO icon
3168
VictoryShares Free Cash Flow ETF
VFLO
$5.46B
$8.7K ﹤0.01%
232
DAY icon
3169
Dayforce
DAY
$11.1B
$8.68K ﹤0.01%
122
-19
XRPI
3170
Volatility Shares Trust XRP ETF
XRPI
$149M
$8.68K ﹤0.01%
+502
OTF
3171
Blue Owl Technology Finance Corp
OTF
$6.58B
$8.68K ﹤0.01%
628
+314
ALX
3172
Alexander's
ALX
$1.11B
$8.68K ﹤0.01%
37
+5
OMAH
3173
VistaShares Target 15 Berkshire Select Income ETF
OMAH
$651M
$8.67K ﹤0.01%
450
+150
NVTS icon
3174
Navitas Semiconductor
NVTS
$1.83B
$8.66K ﹤0.01%
1,200
DAN icon
3175
Dana Inc
DAN
$2.64B
0