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
EUSB icon
3176
iShares ESG Advanced Universal USD Bond ETF
EUSB
$679M
$6.59K ﹤0.01%
151
+8
CUBI icon
3177
Customers Bancorp
CUBI
$2.59B
0
GTES icon
3178
Gates Industrial
GTES
$5.58B
$6.56K ﹤0.01%
+199
INVZ icon
3179
Innoviz Technologies
INVZ
$246M
$6.56K ﹤0.01%
4,000
+2,000
BBCA icon
3180
JPMorgan BetaBuilders Canada ETF
BBCA
$9.5B
$6.54K ﹤0.01%
81
BCRX icon
3181
BioCryst Pharmaceuticals
BCRX
$1.56B
$6.52K ﹤0.01%
728
+675
CARS icon
3182
Cars.com
CARS
$772M
0
BLMN icon
3183
Bloomin' Brands
BLMN
$590M
$6.51K ﹤0.01%
756
+648
KLIC icon
3184
Kulicke & Soffa
KLIC
$2.39B
$6.5K ﹤0.01%
178
+129
NANC icon
3185
Unusual Whales Subversive Democratic Trading ETF
NANC
$264M
$6.5K ﹤0.01%
155
KAR icon
3186
Openlane
KAR
$3.25B
$6.5K ﹤0.01%
266
+153
SBGI icon
3187
Sinclair Inc
SBGI
$1.11B
0
CHCT
3188
Community Healthcare Trust
CHCT
$454M
$6.44K ﹤0.01%
387
+382
BBJP icon
3189
JPMorgan BetaBuilders Japan ETF
BBJP
$14.9B
$6.42K ﹤0.01%
104
SHO icon
3190
Sunstone Hotel Investors
SHO
$1.74B
-1
WSR
3191
Whitestone REIT
WSR
$694M
$6.42K ﹤0.01%
+514
BPMC
3192
DELISTED
Blueprint Medicines
BPMC
$6.41K ﹤0.01%
+50
DLX icon
3193
Deluxe
DLX
$1.01B
$6.4K ﹤0.01%
402
+389
SPSC icon
3194
SPS Commerce
SPSC
$3.42B
$6.4K ﹤0.01%
29
+11
TBJL icon
3195
Innovator 20+ Year Treasury Bond 9 Buffer ETF July
TBJL
$24.9M
$6.39K ﹤0.01%
+320
STAA icon
3196
STAAR Surgical
STAA
$1.24B
0
TWST icon
3197
Twist Bioscience
TWST
$1.99B
$6.37K ﹤0.01%
173
-633
RMR icon
3198
The RMR Group
RMR
$258M
$6.36K ﹤0.01%
259
+218
SITC icon
3199
SITE Centers
SITC
$330M
$6.36K ﹤0.01%
478
+417
ICFI icon
3200
ICF International
ICFI
$1.58B
$6.35K ﹤0.01%
69
+35