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
AGD
3451
abrdn Global Dynamic Dividend Fund
AGD
$289M
$4.66K ﹤0.01%
400
BXP icon
3452
Boston Properties
BXP
$8.36B
$4.66K ﹤0.01%
69
-42
REZ icon
3453
iShares Residential and Multisector Real Estate ETF
REZ
$824M
$4.63K ﹤0.01%
56
AAMI
3454
Acadian Asset Management
AAMI
$1.8B
$4.61K ﹤0.01%
98
+54
ARKQ icon
3455
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.95B
$4.59K ﹤0.01%
40
VKQ icon
3456
Invesco Municipal Trust
VKQ
$539M
$4.58K ﹤0.01%
475
-325
HQY icon
3457
HealthEquity
HQY
$6.56B
$4.58K ﹤0.01%
50
-721
EMBJ
3458
Embraer S.A. ADS
EMBJ
$10.2B
$4.57K ﹤0.01%
71
-13
SCS
3459
DELISTED
Steelcase
SCS
$4.57K ﹤0.01%
283
WSR
3460
Whitestone REIT
WSR
$830M
$4.56K ﹤0.01%
328
-254
PIO icon
3461
Invesco Global Water ETF
PIO
$269M
$4.55K ﹤0.01%
103
NWN icon
3462
Northwest Natural Holdings
NWN
$2.16B
$4.53K ﹤0.01%
97
ARVN icon
3463
Arvinas
ARVN
$798M
$4.53K ﹤0.01%
382
+1
TRNO icon
3464
Terreno Realty
TRNO
$6.45B
$4.52K ﹤0.01%
77
-7
TACK icon
3465
Fairlead Tactical Sector ETF
TACK
$270M
$4.5K ﹤0.01%
150
ESE icon
3466
ESCO Technologies
ESE
$6.9B
$4.49K ﹤0.01%
23
+18
FTXN icon
3467
First Trust Nasdaq Oil & Gas ETF
FTXN
$135M
$4.47K ﹤0.01%
160
-11
SIXJ icon
3468
AllianzIM U.S. Equity 6 Month Buffer10 Jan/Jul ETF
SIXJ
$145M
$4.46K ﹤0.01%
130
+55
BF.A icon
3469
Brown-Forman Class A
BF.A
$10.8B
$4.45K ﹤0.01%
169
+94
DHY
3470
Credit Suisse High Yield Credit Fund
DHY
$193M
$4.45K ﹤0.01%
2,223
UNF icon
3471
Unifirst Corp
UNF
$4.93B
$4.44K ﹤0.01%
23
-20
TEF
3472
DELISTED
Telefonica
TEF
$4.43K ﹤0.01%
1,095
IBEX icon
3473
IBEX
IBEX
$385M
$4.43K ﹤0.01%
116
+21
BMBL icon
3474
Bumble
BMBL
$430M
$4.4K ﹤0.01%
1,233
+729
AEIS icon
3475
Advanced Energy
AEIS
$11.5B
$4.4K ﹤0.01%
21
-9