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
DRIV icon
3376
Global X Autonomous & Electric Vehicles ETF
DRIV
$337M
$5.06K ﹤0.01%
217
+10
ZEUS icon
3377
Olympic Steel
ZEUS
$494M
$5.05K ﹤0.01%
+143
LPSN icon
3378
LivePerson
LPSN
$50.7M
$5.05K ﹤0.01%
333
LGIH icon
3379
LGI Homes
LGIH
$1.07B
0
AROC icon
3380
Archrock
AROC
$4.42B
-8
NMAX
3381
Newsmax Inc
NMAX
$1.17B
$5.04K ﹤0.01%
+333
FEBU
3382
AllianzIM U.S. Equity Buffer15 Uncapped Feb ETF
FEBU
$44.2M
$5.04K ﹤0.01%
+196
XHLF icon
3383
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.98B
$5.03K ﹤0.01%
+100
ILF icon
3384
iShares Latin America 40 ETF
ILF
$2.33B
$5.03K ﹤0.01%
192
IMAX icon
3385
IMAX
IMAX
$2.02B
0
XDQQ icon
3386
Innovator Growth Accelerated ETF Quarterly
XDQQ
$62.4M
$5.03K ﹤0.01%
+144
MRTN icon
3387
Marten Transport
MRTN
$946M
-8
SNDR icon
3388
Schneider National
SNDR
$4.72B
$5.02K ﹤0.01%
208
+110
CRSR icon
3389
Corsair Gaming
CRSR
$668M
$5.02K ﹤0.01%
440
+179
EMBJ
3390
Embraer S.A. ADS
EMBJ
$11.4B
$5.01K ﹤0.01%
88
-720
HTH icon
3391
Hilltop Holdings
HTH
$2.15B
$5.01K ﹤0.01%
165
+147
ASAN icon
3392
Asana
ASAN
$3.42B
$4.98K ﹤0.01%
369
-285
JULJ icon
3393
Innovator Premium Income 30 Barrier ETF July
JULJ
$17.7M
$4.96K ﹤0.01%
+200
IOSP icon
3394
Innospec
IOSP
$1.97B
$4.96K ﹤0.01%
59
+37
LAUR icon
3395
Laureate Education
LAUR
$4.93B
$4.96K ﹤0.01%
212
+200
PUK icon
3396
Prudential
PUK
$38.6B
$4.95K ﹤0.01%
198
+25
KELYA icon
3397
Kelly Services Class A
KELYA
$321M
$4.94K ﹤0.01%
+354
LJAN icon
3398
Innovator Premium Income 15 Buffer ETF January
LJAN
$11.7M
$4.94K ﹤0.01%
+201
WF icon
3399
Woori Financial
WF
$13.8B
$4.92K ﹤0.01%
99
+27
IIIV icon
3400
i3 Verticals
IIIV
$630M
0