IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
CRGY icon
3501
Crescent Energy
CRGY
$4.17B
$4.22K ﹤0.01%
503
-150
EBF icon
3502
Ennis
EBF
$514M
$4.21K ﹤0.01%
234
-10
UMC icon
3503
United Microelectronic
UMC
$30.9B
$4.21K ﹤0.01%
535
SPVM icon
3504
Invesco S&P 500 Value with Momentum ETF
SPVM
$117M
$4.2K ﹤0.01%
+62
SMBC icon
3505
Southern Missouri Bancorp
SMBC
$741M
$4.2K ﹤0.01%
+71
FMNB icon
3506
Farmers National Banc Corp
FMNB
$833M
$4.2K ﹤0.01%
315
+90
IMXI icon
3507
International Money Express
IMXI
$480M
$4.19K ﹤0.01%
273
USLM icon
3508
United States Lime & Minerals
USLM
$3.77B
$4.19K ﹤0.01%
35
+12
BCD icon
3509
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$404M
$4.12K ﹤0.01%
133
YELP icon
3510
Yelp
YELP
$1.6B
$4.1K ﹤0.01%
135
-62
OUST icon
3511
Ouster
OUST
$1.77B
$4.09K ﹤0.01%
189
+2
XCEM icon
3512
Columbia EM Core ex-China ETF
XCEM
$1.77B
$4.07K ﹤0.01%
106
+3
BNDW icon
3513
Vanguard Total World Bond ETF
BNDW
$1.58B
$4.06K ﹤0.01%
59
+1
DIHP icon
3514
Dimensional International High Profitability ETF
DIHP
$5.74B
$4.05K ﹤0.01%
128
NOVT icon
3515
Novanta
NOVT
$4.79B
$4.05K ﹤0.01%
34
+2
SPFI icon
3516
South Plains Financial
SPFI
$706M
$4.04K ﹤0.01%
104
+57
FSS icon
3517
Federal Signal
FSS
$7.06B
$4.02K ﹤0.01%
37
ERIE icon
3518
Erie Indemnity
ERIE
$12.2B
$4.01K ﹤0.01%
14
+3
RWL icon
3519
Invesco S&P 500 Revenue ETF
RWL
$8.67B
$4.01K ﹤0.01%
35
QUIZ
3520
Zacks Quality International ETF
QUIZ
$68.7M
$4K ﹤0.01%
151
QGEN icon
3521
Qiagen
QGEN
$7.92B
$4K ﹤0.01%
89
+12
TELO icon
3522
Telomir Pharmaceuticals
TELO
$48.1M
$3.99K ﹤0.01%
+3,000
VVX icon
3523
V2X
VVX
$1.98B
$3.98K ﹤0.01%
73
+61
LARK icon
3524
Landmark Bancorp
LARK
$165M
$3.98K ﹤0.01%
152
+1
QFLR icon
3525
Innovator Nasdaq-100 Managed Floor ETF
QFLR
$498M
$3.98K ﹤0.01%
116
139 140
141
142 143