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
BNDW icon
3526
Vanguard Total World Bond ETF
BNDW
$1.5B
$4.04K ﹤0.01%
58
SBSI icon
3527
Southside Bancshares
SBSI
$964M
$4.03K ﹤0.01%
+137
AXL icon
3528
American Axle
AXL
$787M
-39
MODG icon
3529
Topgolf Callaway Brands
MODG
$2.24B
0
FLGB icon
3530
Franklin FTSE United Kingdom ETF
FLGB
$973M
$4.01K ﹤0.01%
131
-1
CBL
3531
CBL Properties
CBL
$1.14B
$4.01K ﹤0.01%
+158
HTEC icon
3532
ROBO Global Healthcare Technology and Innovation ETF
HTEC
$54M
$3.99K ﹤0.01%
140
UVSP icon
3533
Univest Financial
UVSP
$971M
$3.99K ﹤0.01%
119
+106
COMM icon
3534
CommScope
COMM
$4.05B
$3.98K ﹤0.01%
+481
XHS icon
3535
State Street SPDR S&P Health Care Services ETF
XHS
$87.7M
$3.98K ﹤0.01%
40
PRIM icon
3536
Primoris Services
PRIM
$6.76B
$3.98K ﹤0.01%
51
+36
IBEX icon
3537
IBEX
IBEX
$512M
$3.96K ﹤0.01%
116
+115
ACLX icon
3538
Arcellx
ACLX
$3.7B
0
BLND icon
3539
Blend Labs
BLND
$803M
$3.95K ﹤0.01%
1,196
+1,162
HLMN icon
3540
Hillman Solutions
HLMN
$1.75B
-11
OMI icon
3541
Owens & Minor
OMI
$220M
$3.94K ﹤0.01%
433
+116
ADMA icon
3542
ADMA Biologics
ADMA
$4.66B
$3.93K ﹤0.01%
216
+115
ACVA icon
3543
ACV Auctions
ACVA
$1.34B
$3.92K ﹤0.01%
242
+43
NAGE
3544
Niagen Bioscience
NAGE
$520M
$3.92K ﹤0.01%
+258
SD icon
3545
SandRidge Energy
SD
$522M
$3.92K ﹤0.01%
+324
ZJK
3546
ZJK Industrial Co Ltd
ZJK
$128M
$3.89K ﹤0.01%
+1,000
VRDN icon
3547
Viridian Therapeutics
VRDN
$3.05B
0
CCS icon
3548
Century Communities
CCS
$1.75B
$3.89K ﹤0.01%
+69
AEHR icon
3549
Aehr Test Systems
AEHR
$654M
$3.88K ﹤0.01%
300
BAER icon
3550
Bridger Aerospace
BAER
$92.8M
$3.88K ﹤0.01%
2,009
+9