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
FINX icon
3526
Global X FinTech ETF
FINX
$206M
$3.97K ﹤0.01%
135
MITK icon
3527
Mitek Systems
MITK
$649M
$3.97K ﹤0.01%
376
-11
FND icon
3528
Floor & Decor
FND
$6.09B
$3.96K ﹤0.01%
65
PDM
3529
Piedmont Realty Trust
PDM
$830M
$3.95K ﹤0.01%
474
KNDI
3530
Kandi Technologies Group
KNDI
$77.9M
$3.94K ﹤0.01%
5,000
TALO icon
3531
Talos Energy
TALO
$2.31B
$3.93K ﹤0.01%
357
NUHY icon
3532
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$112M
$3.93K ﹤0.01%
182
+4
GLO
3533
Clough Global Opportunities Fund
GLO
$245M
$3.92K ﹤0.01%
693
RHLD
3534
Resolute Holdings Management
RHLD
$961M
$3.92K ﹤0.01%
19
+1
CALX icon
3535
Calix
CALX
$3.29B
$3.92K ﹤0.01%
74
HXL icon
3536
Hexcel
HXL
$6.24B
$3.92K ﹤0.01%
53
+9
VIAV icon
3537
Viavi Solutions
VIAV
$6.95B
$3.9K ﹤0.01%
219
FLGV icon
3538
Franklin US Treasury Bond ETF
FLGV
$1.01B
$3.9K ﹤0.01%
190
+2
CLSK icon
3539
CleanSpark
CLSK
$2.41B
$3.9K ﹤0.01%
385
LI icon
3540
Li Auto
LI
$18.3B
$3.89K ﹤0.01%
230
CHCT
3541
Community Healthcare Trust
CHCT
$466M
$3.89K ﹤0.01%
237
-47
BFST icon
3542
Business First Bancshares
BFST
$857M
$3.87K ﹤0.01%
148
+90
RYTM icon
3543
Rhythm Pharmaceuticals
RYTM
$6.29B
$3.85K ﹤0.01%
36
+17
AB icon
3544
AllianceBernstein
AB
$3.52B
$3.85K ﹤0.01%
100
ACT icon
3545
Enact Holdings
ACT
$5.74B
$3.85K ﹤0.01%
97
+72
KITT icon
3546
Nauticus Robotics
KITT
$10.9M
$3.84K ﹤0.01%
+5,000
FIVA
3547
Fidelity International Value Factor ETF
FIVA
$510M
$3.83K ﹤0.01%
112
-94
RPRX icon
3548
Royalty Pharma
RPRX
$19.7B
$3.83K ﹤0.01%
99
+11
VFMO icon
3549
Vanguard US Momentum Factor ETF
VFMO
$1.32B
$3.83K ﹤0.01%
20
FLGB icon
3550
Franklin FTSE United Kingdom ETF
FLGB
$960M
$3.81K ﹤0.01%
113
-2