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
BLBD icon
3276
Blue Bird Corp
BLBD
$1.64B
$5.74K ﹤0.01%
133
+127
ATGE icon
3277
Adtalem Global Education
ATGE
$3.65B
$5.73K ﹤0.01%
33
+31
BCIC
3278
BCP Investment Corp
BCIC
$157M
$5.72K ﹤0.01%
457
SEB icon
3279
Seaboard Corp
SEB
$4.25B
-1
SHLS icon
3280
Shoals Technologies Group
SHLS
$1.5B
-226
IFEB icon
3281
Innovator International Developed Power Buffer ETF February
IFEB
$25.6M
$5.71K ﹤0.01%
200
WVE icon
3282
Wave Life Sciences
WVE
$2.97B
0
FIHL icon
3283
Fidelis Insurance
FIHL
$1.98B
$5.7K ﹤0.01%
344
+339
GWX icon
3284
SPDR S&P International Small Cap ETF
GWX
$793M
$5.69K ﹤0.01%
153
-39
IXP icon
3285
iShares Global Comm Services ETF
IXP
$784M
$5.69K ﹤0.01%
51
-42
TS icon
3286
Tenaris
TS
$19.3B
$5.69K ﹤0.01%
152
BOAT icon
3287
SonicShares Global Shipping ETF
BOAT
$42.7M
$5.69K ﹤0.01%
200
SIG icon
3288
Signet Jewelers
SIG
$3.39B
$5.65K ﹤0.01%
+71
AS icon
3289
Amer Sports
AS
$21.2B
-13
ARLO icon
3290
Arlo Technologies
ARLO
$1.49B
$5.63K ﹤0.01%
+332
AMRX icon
3291
Amneal Pharmaceuticals
AMRX
$3.95B
$5.62K ﹤0.01%
+694
FCTR icon
3292
First Trust Lunt US Factor Rotation ETF
FCTR
$54M
$5.61K ﹤0.01%
165
SPD icon
3293
Simplify US Equity PLUS Downside Convexity ETF
SPD
$109M
$5.6K ﹤0.01%
147
OCFC icon
3294
OceanFirst Financial
OCFC
$1.15B
$5.6K ﹤0.01%
318
+317
TRNS icon
3295
Transcat
TRNS
$556M
0
DFGP icon
3296
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.07B
$5.58K ﹤0.01%
102
-149
VCEL icon
3297
Vericel Corp
VCEL
$1.82B
$5.58K ﹤0.01%
41
+17
KNDI
3298
Kandi Technologies Group
KNDI
$72.1M
$5.57K ﹤0.01%
5,015
+15
BBUC
3299
Brookfield Business Corp
BBUC
$2.53B
0
RPAY icon
3300
Repay Holdings
RPAY
$309M
$5.55K ﹤0.01%
+1,151