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
ASX icon
3226
ASE Group
ASX
$45.9B
$7.34K ﹤0.01%
456
BITX icon
3227
2x Bitcoin Strategy ETF
BITX
$980M
$7.32K ﹤0.01%
+264
FLNG icon
3228
FLEX LNG
FLNG
$1.52B
$7.31K ﹤0.01%
293
+122
HOMB icon
3229
Home BancShares
HOMB
$5.18B
$7.31K ﹤0.01%
263
+47
CMCO icon
3230
Columbus McKinnon
CMCO
$441M
$7.28K ﹤0.01%
422
+304
NTLA icon
3231
Intellia Therapeutics
NTLA
$1.52B
$7.13K ﹤0.01%
793
-3
ACCO icon
3232
Acco Brands
ACCO
$306M
$7.12K ﹤0.01%
1,910
+444
GATX icon
3233
GATX Corp
GATX
$6.03B
$7.12K ﹤0.01%
42
+3
AVXL icon
3234
Anavex Life Sciences
AVXL
$431M
$7.12K ﹤0.01%
2,000
WF icon
3235
Woori Financial
WF
$15.9B
$7.11K ﹤0.01%
121
+22
CRC icon
3236
California Resources
CRC
$5.5B
$7.11K ﹤0.01%
159
-6
UTSL icon
3237
Direxion Daily Utilities Bull 3X ETF
UTSL
$50.7M
$7.09K ﹤0.01%
175
+75
OIS icon
3238
Oil States International
OIS
$727M
$7.04K ﹤0.01%
1,040
+121
THFF icon
3239
First Financial Corp
THFF
$731M
$7.01K ﹤0.01%
116
+80
PGJ icon
3240
Invesco Golden Dragon China ETF
PGJ
$119M
$7K ﹤0.01%
243
RHP icon
3241
Ryman Hospitality Properties
RHP
$5.8B
$7K ﹤0.01%
74
UMH
3242
UMH Properties
UMH
$1.25B
$7K ﹤0.01%
440
+383
BTAI icon
3243
BioXcel Therapeutics
BTAI
$33.9M
$6.99K ﹤0.01%
4,370
FHI icon
3244
Federated Hermes
FHI
$4.3B
$6.98K ﹤0.01%
134
+55
KFRC icon
3245
Kforce
KFRC
$470M
$6.96K ﹤0.01%
225
+118
INSW icon
3246
International Seaways
INSW
$3.3B
$6.94K ﹤0.01%
143
FLJJ icon
3247
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$8.75M
$6.88K ﹤0.01%
215
+35
FOX icon
3248
Fox Class B
FOX
$22.3B
$6.88K ﹤0.01%
106
+12
FSIG icon
3249
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.49B
$6.87K ﹤0.01%
358
-3,080
BBJP icon
3250
JPMorgan BetaBuilders Japan ETF
BBJP
$15B
$6.86K ﹤0.01%
104