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
GLNG icon
3476
Golar LNG
GLNG
$4.54B
$4.39K ﹤0.01%
118
COMP icon
3477
Compass
COMP
$6.01B
$4.38K ﹤0.01%
414
-2
WCLD icon
3478
WisdomTree Cloud Computing Fund
WCLD
$261M
$4.38K ﹤0.01%
125
EFSC icon
3479
Enterprise Financial Services Corp
EFSC
$1.98B
$4.37K ﹤0.01%
81
-4
ALIT icon
3480
Alight
ALIT
$476M
$4.37K ﹤0.01%
2,240
+1,468
SEIQ icon
3481
SEI Enhanced US Large Cap Quality Factor ETF
SEIQ
$542M
$4.36K ﹤0.01%
112
NGD
3482
New Gold Inc
NGD
$8.49B
$4.36K ﹤0.01%
+500
TDOC icon
3483
Teladoc Health
TDOC
$956M
$4.35K ﹤0.01%
622
-3,983
HIT
3484
Health In Tech Inc
HIT
$110M
$4.35K ﹤0.01%
2,734
+1,729
SXI icon
3485
Standex International
SXI
$3.12B
$4.35K ﹤0.01%
20
WDFC icon
3486
WD-40
WDFC
$3.04B
$4.33K ﹤0.01%
22
+4
HAFC icon
3487
Hanmi Financial
HAFC
$755M
$4.33K ﹤0.01%
160
+50
CHT icon
3488
Chunghwa Telecom
CHT
$33.1B
$4.3K ﹤0.01%
103
WIW
3489
Western Asset Inflation-Linked Opportunities & Income Fund
WIW
$523M
$4.29K ﹤0.01%
500
UNTY icon
3490
Unity Bancorp
UNTY
$501M
$4.29K ﹤0.01%
83
CBSH icon
3491
Commerce Bancshares
CBSH
$6.98B
$4.29K ﹤0.01%
82
-207
WAFD icon
3492
WaFd
WAFD
$2.36B
$4.29K ﹤0.01%
134
+11
XHS icon
3493
State Street SPDR S&P Health Care Services ETF
XHS
$86.6M
$4.27K ﹤0.01%
40
CCS icon
3494
Century Communities
CCS
$1.68B
$4.27K ﹤0.01%
72
-6
NVMI icon
3495
Nova
NVMI
$13.4B
$4.27K ﹤0.01%
13
GOOD
3496
Gladstone Commercial Corp
GOOD
$588M
$4.27K ﹤0.01%
400
-155
WIX icon
3497
WIX.com
WIX
$5.07B
$4.26K ﹤0.01%
41
+1
VHI icon
3498
Valhi
VHI
$391M
$4.24K ﹤0.01%
352
-3
CGC
3499
Canopy Growth
CGC
$393M
$4.23K ﹤0.01%
3,712
+13
IHG icon
3500
InterContinental Hotels
IHG
$19.6B
$4.22K ﹤0.01%
30
+15