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
DHY
3426
Credit Suisse High Yield Credit Fund
DHY
$206M
$4.74K ﹤0.01%
2,223
TNDM icon
3427
Tandem Diabetes Care
TNDM
$1.48B
-96
PGNY icon
3428
Progyny
PGNY
$2.26B
$4.73K ﹤0.01%
215
+84
LSTR icon
3429
Landstar System
LSTR
$5B
$4.73K ﹤0.01%
4
-341
COHU icon
3430
Cohu
COHU
$1.09B
-58
ASX icon
3431
ASE Group
ASX
$32.4B
$4.71K ﹤0.01%
456
+52
SPXC icon
3432
SPX Corp
SPXC
$10.5B
$4.7K ﹤0.01%
+28
TENB icon
3433
Tenable Holdings
TENB
$2.99B
-8
LUNR icon
3434
Intuitive Machines
LUNR
$1.29B
$4.67K ﹤0.01%
78
-172
DFEN icon
3435
Direxion Daily Aerospace & Defense Bull 3X Shares
DFEN
$331M
$4.67K ﹤0.01%
+90
ATRO icon
3436
Astronics
ATRO
$1.85B
$4.65K ﹤0.01%
+115
EQX icon
3437
Equinox Gold
EQX
$10.8B
$4.65K ﹤0.01%
809
+74
FTXN icon
3438
First Trust Nasdaq Oil & Gas ETF
FTXN
$98.5M
$4.65K ﹤0.01%
171
-316
DHIL icon
3439
Diamond Hill
DHIL
$458M
$4.65K ﹤0.01%
+30
ALHC icon
3440
Alignment Healthcare
ALHC
$4.08B
$4.65K ﹤0.01%
+320
FLNC icon
3441
Fluence Energy
FLNC
$2.54B
$4.64K ﹤0.01%
692
+542
FINX icon
3442
Global X FinTech ETF
FINX
$261M
$4.62K ﹤0.01%
135
FWRG icon
3443
First Watch Restaurant Group
FWRG
$1.05B
-1,334
PLUS icon
3444
ePlus
PLUS
$2.35B
$4.61K ﹤0.01%
+64
USPH icon
3445
US Physical Therapy
USPH
$1.2B
$4.61K ﹤0.01%
9
-21
PIO icon
3446
Invesco Global Water ETF
PIO
$271M
$4.6K ﹤0.01%
103
-400
RDUS
3447
DELISTED
Radius Recycling
RDUS
$4.6K ﹤0.01%
51
-49
GPRE icon
3448
Green Plains
GPRE
$682M
-21
PIZ icon
3449
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$505M
$4.59K ﹤0.01%
100
+45
BLES icon
3450
Inspire Global Hope ETF
BLES
$127M
$4.59K ﹤0.01%
113