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
FOR icon
3251
Forestar Group
FOR
$1.27B
$6.85K ﹤0.01%
278
+34
GSBC icon
3252
Great Southern Bancorp
GSBC
$677M
$6.83K ﹤0.01%
111
+48
PTON icon
3253
Peloton Interactive
PTON
$1.6B
$6.79K ﹤0.01%
1,102
-66
SBLK icon
3254
Star Bulk Carriers
SBLK
$2.52B
$6.79K ﹤0.01%
353
KRNY icon
3255
Kearny Financial
KRNY
$460M
$6.77K ﹤0.01%
914
+597
EUSB icon
3256
iShares ESG Advanced Universal USD Bond ETF
EUSB
$710M
$6.76K ﹤0.01%
154
+2
NOK icon
3257
Nokia
NOK
$45.4B
$6.75K ﹤0.01%
1,044
WKC icon
3258
World Kinect Corp
WKC
$1.18B
$6.75K ﹤0.01%
288
+216
XRAY icon
3259
Dentsply Sirona
XRAY
$2.36B
$6.74K ﹤0.01%
590
-3,437
TNET icon
3260
TriNet
TNET
$1.71B
$6.74K ﹤0.01%
114
-50
MFIN icon
3261
Medallion Financial
MFIN
$218M
$6.73K ﹤0.01%
654
+24
AVNS icon
3262
Avanos Medical
AVNS
$625M
$6.7K ﹤0.01%
597
+10
FRPT icon
3263
Freshpet
FRPT
$3.83B
$6.7K ﹤0.01%
110
+35
GTES icon
3264
Gates Industrial
GTES
$5.88B
$6.66K ﹤0.01%
310
VFMV icon
3265
Vanguard US Minimum Volatility ETF
VFMV
$377M
$6.65K ﹤0.01%
51
DOLE icon
3266
Dole
DOLE
$1.37B
$6.64K ﹤0.01%
443
+393
HIW icon
3267
Highwoods Properties
HIW
$2.37B
$6.64K ﹤0.01%
257
+165
FDIV icon
3268
MarketDesk Focused US Dividend ETF
FDIV
$69.7M
$6.61K ﹤0.01%
244
AISP
3269
Airship AI Holdings
AISP
$92.8M
$6.6K ﹤0.01%
2,284
+284
NGS icon
3270
Natural Gas Services Group
NGS
$455M
$6.59K ﹤0.01%
196
+118
FORM icon
3271
FormFactor
FORM
$6.89B
$6.58K ﹤0.01%
118
-400
CNMD icon
3272
CONMED
CNMD
$1.13B
$6.58K ﹤0.01%
162
+150
LMAT icon
3273
LeMaitre Vascular
LMAT
$2.43B
$6.57K ﹤0.01%
81
-1
USXF icon
3274
iShares ESG Advanced MSCI USA ETF
USXF
$1.19B
$6.56K ﹤0.01%
114
ESI icon
3275
Element Solutions
ESI
$7.33B
$6.55K ﹤0.01%
262