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
$3.88B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,247
New
Increased
Reduced
Closed

Top Sells

1 +$23.7M
2 +$11.7M
3 +$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M
5
ALK icon
Alaska Air
ALK
+$8.98M

Sector Composition

1 Technology 11.75%
2 Financials 4.5%
3 Consumer Discretionary 3.45%
4 Healthcare 3.3%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ACCO icon
3401
Acco Brands
ACCO
$342M
$5.85K ﹤0.01%
1,466
+438
LCTU icon
3402
iShares U.S. Carbon Transition Readiness Aware Active ETF
LCTU
$1.42B
$5.85K ﹤0.01%
81
+1
WEYS icon
3403
Weyco Group
WEYS
$315M
$5.85K ﹤0.01%
182
-107
TNC icon
3404
Tennant Co
TNC
$1.4B
$5.84K ﹤0.01%
10
+9
SPD icon
3405
Simplify US Equity PLUS Downside Convexity ETF
SPD
$109M
$5.83K ﹤0.01%
148
+1
ARLO icon
3406
Arlo Technologies
ARLO
$1.49B
$5.83K ﹤0.01%
344
+12
LI icon
3407
Li Auto
LI
$16.9B
$5.83K ﹤0.01%
230
CRGY icon
3408
Crescent Energy
CRGY
$2.27B
$5.83K ﹤0.01%
653
-22
REAL icon
3409
The RealReal
REAL
$1.67B
$5.83K ﹤0.01%
306
-641
RNP icon
3410
Cohen & Steers REIT and Preferred and Income Fund
RNP
$931M
$5.82K ﹤0.01%
259
ABL icon
3411
Abacus Life
ABL
$811M
$5.82K ﹤0.01%
1,016
+31
ALGM icon
3412
Allegro MicroSystems
ALGM
$5.02B
0
AEG icon
3413
Aegon
AEG
$11.6B
$5.8K ﹤0.01%
725
CSGS icon
3414
CSG Systems International
CSGS
$2.2B
$5.79K ﹤0.01%
18
-22
SLVM icon
3415
Sylvamo
SLVM
$1.98B
$5.79K ﹤0.01%
131
+15
DOCS icon
3416
Doximity
DOCS
$8.26B
$5.78K ﹤0.01%
79
-1,391
GBX icon
3417
The Greenbrier Companies
GBX
$1.47B
0
UWMC icon
3418
UWM Holdings
UWMC
$1.37B
0
JNPR
3419
DELISTED
Juniper Networks
JNPR
$5.75K ﹤0.01%
144
-2,775
INTR icon
3420
Inter&Co
INTR
$3.7B
$5.74K ﹤0.01%
622
-1,822
DHIL icon
3421
Diamond Hill
DHIL
$457M
$5.74K ﹤0.01%
41
+11
PMT
3422
PennyMac Mortgage Investment
PMT
$1.08B
$5.74K ﹤0.01%
142
-112
SAFT icon
3423
Safety Insurance
SAFT
$1.17B
$5.73K ﹤0.01%
81
-48
MTH icon
3424
Meritage Homes
MTH
$5.07B
$5.72K ﹤0.01%
57
+11
IPAY icon
3425
Amplify Mobile Payments ETF
IPAY
$224M
$5.71K ﹤0.01%
100