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
LCTU icon
3326
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.4B
$5.93K ﹤0.01%
80
GDXJ icon
3327
VanEck Junior Gold Miners ETF
GDXJ
$10.2B
$5.92K ﹤0.01%
52
+26
CMP icon
3328
Compass Minerals
CMP
$951M
$5.91K ﹤0.01%
301
-14
MYRG icon
3329
MYR Group
MYRG
$4B
$5.9K ﹤0.01%
27
SIG icon
3330
Signet Jewelers
SIG
$3.39B
$5.88K ﹤0.01%
71
TY icon
3331
TRI-Continental Corp
TY
$1.66B
$5.88K ﹤0.01%
180
-301
CSW
3332
CSW Industrials
CSW
$4.25B
$5.87K ﹤0.01%
20
-168
NUAI
3333
New Era Energy & Digital Inc
NUAI
$264M
$5.86K ﹤0.01%
+2,000
OXLC
3334
Oxford Lane Capital
OXLC
$830M
$5.86K ﹤0.01%
+400
NESR
3335
National Energy Services Reunited Corp
NESR
$1.94B
$5.83K ﹤0.01%
372
OCFC icon
3336
OceanFirst Financial
OCFC
$1.03B
$5.82K ﹤0.01%
324
SPD icon
3337
Simplify US Equity PLUS Downside Convexity ETF
SPD
$111M
$5.81K ﹤0.01%
148
+1
VCYT icon
3338
Veracyte
VCYT
$2.46B
$5.81K ﹤0.01%
138
+33
EMBC icon
3339
Embecta
EMBC
$522M
$5.8K ﹤0.01%
488
+8
UDR icon
3340
UDR
UDR
$11.8B
$5.79K ﹤0.01%
158
+80
WPP icon
3341
WPP
WPP
$3.39B
$5.79K ﹤0.01%
258
-27
HUMA icon
3342
Humacyte
HUMA
$220M
$5.78K ﹤0.01%
6,014
+4,986
HODL icon
3343
VanEck Bitcoin Trust
HODL
$1.3B
$5.76K ﹤0.01%
233
DAC icon
3344
Danaos Corp
DAC
$1.98B
$5.75K ﹤0.01%
61
+6
UPBD icon
3345
Upbound Group
UPBD
$1.04B
$5.72K ﹤0.01%
326
+61
DK icon
3346
Delek US
DK
$2.51B
$5.72K ﹤0.01%
193
+115
QBUF
3347
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
$195M
$5.72K ﹤0.01%
195
-80
MIR icon
3348
Mirion Technologies
MIR
$4.9B
$5.71K ﹤0.01%
244
LKFN icon
3349
Lakeland Financial Corp
LKFN
$1.43B
$5.71K ﹤0.01%
100
-68
BOKF icon
3350
BOK Financial
BOKF
$7.62B
$5.69K ﹤0.01%
48
-7