IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
BOKF icon
3351
BOK Financial
BOKF
$8.05B
$5.69K ﹤0.01%
48
-7
SXT icon
3352
Sensient Technologies
SXT
$5.24B
$5.64K ﹤0.01%
60
+9
ACA icon
3353
Arcosa
ACA
$5.86B
$5.63K ﹤0.01%
53
-22
METV icon
3354
Roundhill Ball Metaverse ETF
METV
$232M
$5.63K ﹤0.01%
300
SCHL icon
3355
Scholastic
SCHL
$744M
$5.63K ﹤0.01%
190
ZEUS
3356
DELISTED
Olympic Steel
ZEUS
$5.61K ﹤0.01%
131
-100
ENR icon
3357
Energizer
ENR
$1.37B
$5.59K ﹤0.01%
281
+120
FAN icon
3358
First Trust Global Wind Energy ETF
FAN
$268M
$5.59K ﹤0.01%
+273
SLVM icon
3359
Sylvamo
SLVM
$1.64B
$5.58K ﹤0.01%
116
-15
TPH icon
3360
Tri Pointe Homes
TPH
$3.99B
$5.54K ﹤0.01%
176
-92
TLK icon
3361
Telkom Indonesia
TLK
$16.5B
$5.54K ﹤0.01%
263
DAVE icon
3362
Dave Inc
DAVE
$3.52B
$5.54K ﹤0.01%
25
PSMT icon
3363
Pricesmart
PSMT
$4.98B
$5.52K ﹤0.01%
45
CTXR icon
3364
Citius Pharmaceuticals
CTXR
$17.2M
$5.5K ﹤0.01%
7,083
XPEV icon
3365
XPeng
XPEV
$15.9B
$5.5K ﹤0.01%
271
+200
OCTT icon
3366
AllianzIM U.S. Equity Buffer10 Oct ETF
OCTT
$58.6M
$5.48K ﹤0.01%
126
+76
IRDM icon
3367
Iridium Communications
IRDM
$4.12B
$5.47K ﹤0.01%
315
+93
QLTY icon
3368
GMO US Quality ETF
QLTY
$4.07B
$5.46K ﹤0.01%
142
CARG icon
3369
CarGurus
CARG
$3.39B
$5.45K ﹤0.01%
142
+68
CWAN icon
3370
Clearwater Analytics
CWAN
$7.17B
$5.43K ﹤0.01%
225
+59
WEYS icon
3371
Weyco Group
WEYS
$321M
$5.41K ﹤0.01%
177
-11
BCIC
3372
BCP Investment Corp
BCIC
$96.2M
$5.41K ﹤0.01%
457
WMS icon
3373
Advanced Drainage Systems
WMS
$11.8B
$5.36K ﹤0.01%
37
+21
AGL icon
3374
Agilon Health
AGL
$437M
$5.34K ﹤0.01%
310
+307
XPRO icon
3375
Expro
XPRO
$2.01B
$5.33K ﹤0.01%
399
+343