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
DISO icon
3426
YieldMax DIS Option Income Strategy ETF
DISO
$5.87M
$4.86K ﹤0.01%
400
-300
INFY icon
3427
Infosys
INFY
$54.4B
$4.85K ﹤0.01%
272
+64
NL icon
3428
NL Industries
NL
$291M
$4.85K ﹤0.01%
886
-6
PUK icon
3429
Prudential
PUK
$36.6B
$4.82K ﹤0.01%
155
KB icon
3430
KB Financial Group
KB
$35.6B
$4.82K ﹤0.01%
56
+8
CSR
3431
Centerspace
CSR
$1.06B
$4.8K ﹤0.01%
72
-23
ESAB icon
3432
ESAB
ESAB
$6.29B
$4.8K ﹤0.01%
+43
MTH icon
3433
Meritage Homes
MTH
$4.19B
$4.8K ﹤0.01%
73
+5
CTBI icon
3434
Community Trust Bancorp
CTBI
$1.07B
$4.8K ﹤0.01%
85
-1
CC icon
3435
Chemours
CC
$2.66B
$4.8K ﹤0.01%
407
+85
PSR icon
3436
Invesco Active US Real Estate Fund
PSR
$49M
$4.79K ﹤0.01%
53
NWS icon
3437
News Corp Class B
NWS
$14.7B
$4.77K ﹤0.01%
161
+30
IAK icon
3438
iShares US Insurance ETF
IAK
$406M
$4.76K ﹤0.01%
35
BUFB icon
3439
Innovator Laddered Allocation Buffer ETF
BUFB
$243M
$4.76K ﹤0.01%
130
IBCP icon
3440
Independent Bank Corp
IBCP
$681M
$4.75K ﹤0.01%
146
-28
RUSC
3441
Russell Investments U.S. Small Cap Equity ETF
RUSC
$47.4M
$4.73K ﹤0.01%
152
KOPN icon
3442
Kopin
KOPN
$377M
$4.73K ﹤0.01%
+2,020
VICR icon
3443
Vicor
VICR
$7.61B
$4.71K ﹤0.01%
43
+15
NAT icon
3444
Nordic American Tanker
NAT
$1.05B
$4.71K ﹤0.01%
1,368
SPNT icon
3445
SiriusPoint
SPNT
$2.36B
$4.71K ﹤0.01%
215
+156
LILA icon
3446
Liberty Latin America Class A
LILA
$1.51B
$4.69K ﹤0.01%
635
+28
AMSC icon
3447
American Superconductor
AMSC
$1.39B
$4.69K ﹤0.01%
163
+139
TNXP icon
3448
Tonix Pharmaceuticals
TNXP
$171M
$4.69K ﹤0.01%
300
+100
SKM icon
3449
SK Telecom
SKM
$10.8B
$4.68K ﹤0.01%
228
+100
ARI
3450
Apollo Commercial Real Estate
ARI
$1.44B
$4.67K ﹤0.01%
482
+176