IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,084
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.8M
3
+$29.6M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
GFI icon
Gold Fields
GFI
+$20.3M

Top Sells

1
+$8.77M
2
+$5.55M
3
+$5.34M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.69M

Sector Composition

1 Technology 11.98%
2 Financials 4.3%
3 Communication Services 4.05%
4 Consumer Discretionary 3.83%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ETY icon
3201
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.28B
$7.67K ﹤0.01%
500
-500
PVH icon
3202
PVH
PVH
$2.8B
$7.64K ﹤0.01%
114
-13
XDQQ icon
3203
Innovator Growth Accelerated ETF Quarterly
XDQQ
$61.9M
$7.63K ﹤0.01%
193
-2
VEON icon
3204
VEON
VEON
$3.06B
$7.62K ﹤0.01%
145
+135
ZIM icon
3205
ZIM Integrated Shipping Services
ZIM
$3.28B
$7.62K ﹤0.01%
359
-35
IDNA icon
3206
iShares Genomics Immunology and Healthcare ETF
IDNA
$147M
$7.62K ﹤0.01%
291
MTX icon
3207
Minerals Technologies
MTX
$2.11B
$7.62K ﹤0.01%
125
+27
AMR icon
3208
Alpha Metallurgical Resources
AMR
$2.42B
$7.59K ﹤0.01%
38
+3
TR icon
3209
Tootsie Roll Industries
TR
$3.11B
$7.58K ﹤0.01%
207
+186
SPR
3210
DELISTED
Spirit AeroSystems
SPR
$7.55K ﹤0.01%
192
+39
MOG.A icon
3211
Moog Inc Class A
MOG.A
$9.72B
$7.55K ﹤0.01%
31
+6
IVVM icon
3212
iShares Large Cap Moderate Quarterly Laddered ETF
IVVM
$147M
$7.55K ﹤0.01%
217
BBCA icon
3213
JPMorgan BetaBuilders Canada ETF
BBCA
$10.2B
$7.53K ﹤0.01%
81
SFY icon
3214
SoFi Select 500 ETF
SFY
$566M
$7.53K ﹤0.01%
57
PL icon
3215
Planet Labs
PL
$8.52B
$7.51K ﹤0.01%
381
+364
NPO icon
3216
Enpro
NPO
$5.19B
$7.5K ﹤0.01%
35
-12
WHD icon
3217
Cactus
WHD
$3.17B
$7.49K ﹤0.01%
164
-11
SA
3218
Seabridge Gold
SA
$3.48B
$7.49K ﹤0.01%
253
-94
ALDX icon
3219
Aldeyra Therapeutics
ALDX
$281M
$7.47K ﹤0.01%
1,443
+16
MTGP icon
3220
WisdomTree Mortgage Plus Bond Fund
MTGP
$75.4M
$7.44K ﹤0.01%
167
-56
ALRS icon
3221
Alerus Financial
ALRS
$595M
$7.43K ﹤0.01%
330
+129
AGEM
3222
abrdn Emerging Markets Dividend Active ETF
AGEM
$259M
$7.41K ﹤0.01%
+193
CBL
3223
CBL Properties
CBL
$1.15B
$7.4K ﹤0.01%
200
+19
PBI icon
3224
Pitney Bowes
PBI
$1.52B
$7.4K ﹤0.01%
700
-221
ZD icon
3225
Ziff Davis
ZD
$1.49B
$7.38K ﹤0.01%
210
+161
127 128
129
130 131