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
DY icon
3151
Dycom Industries
DY
$9.97B
$6.84K ﹤0.01%
28
-75
BGS icon
3152
B&G Foods
BGS
$366M
$6.83K ﹤0.01%
1,615
+1,202
AMTM
3153
Amentum Holdings
AMTM
$7.12B
$6.82K ﹤0.01%
289
-187
SGDJ icon
3154
Sprott Junior Gold Miners ETF
SGDJ
$318M
$6.81K ﹤0.01%
137
+13
FARO
3155
DELISTED
Faro Technologies
FARO
0
JQC icon
3156
Nuveen Credit Strategies Income Fund
JQC
$741M
$6.8K ﹤0.01%
1,262
DAN icon
3157
Dana Inc
DAN
$2.77B
-2
COLD icon
3158
Americold
COLD
$3.48B
$6.79K ﹤0.01%
408
+303
UFPT icon
3159
UFP Technologies
UFPT
$1.77B
$6.78K ﹤0.01%
28
+7
LB
3160
LandBridge Co
LB
$1.46B
$6.76K ﹤0.01%
+100
SPNT icon
3161
SiriusPoint
SPNT
$2.58B
0
SFY icon
3162
SoFi Select 500 ETF
SFY
$562M
$6.73K ﹤0.01%
57
-527
NTB icon
3163
Bank of N.T. Butterfield & Son
NTB
$2.11B
$6.73K ﹤0.01%
152
+143
LGND icon
3164
Ligand Pharmaceuticals
LGND
$3.94B
$6.71K ﹤0.01%
35
+26
HI icon
3165
Hillenbrand
HI
$2.23B
-4
PWZ icon
3166
Invesco California AMT-Free Municipal Bond ETF
PWZ
$1.09B
$6.7K ﹤0.01%
287
SKYW icon
3167
Skywest
SKYW
$4.17B
$6.69K ﹤0.01%
+65
IIPR icon
3168
Innovative Industrial Properties
IIPR
$1.49B
0
SMIZ icon
3169
Zacks Small/Mid Cap ETF
SMIZ
$167M
$6.67K ﹤0.01%
197
CHIQ icon
3170
Global X MSCI China Consumer Discretionary ETF
CHIQ
$212M
$6.66K ﹤0.01%
316
KTB icon
3171
Kontoor Brands
KTB
$3.56B
0
CRI icon
3172
Carter's
CRI
$1.16B
$6.66K ﹤0.01%
79
+31
TMP icon
3173
Tompkins Financial
TMP
$1.08B
0
NSIT icon
3174
Insight Enterprises
NSIT
$2.46B
$6.63K ﹤0.01%
+48
HLIO icon
3175
Helios Technologies
HLIO
$1.81B
0