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
CRAI icon
3551
CRA International
CRAI
$1.06B
$3.81K ﹤0.01%
19
+11
SRVR icon
3552
Pacer Data & Infrastructure Real Estate ETF
SRVR
$369M
$3.81K ﹤0.01%
133
BRZE icon
3553
Braze
BRZE
$2.3B
$3.81K ﹤0.01%
111
-639
JANU
3554
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF
JANU
$77.8M
$3.8K ﹤0.01%
135
+35
UMBF icon
3555
UMB Financial
UMBF
$8.47B
$3.8K ﹤0.01%
33
CTRN icon
3556
Citi Trends
CTRN
$407M
$3.78K ﹤0.01%
91
+85
SYNA icon
3557
Synaptics
SYNA
$2.84B
$3.77K ﹤0.01%
51
+3
SMIZ icon
3558
Zacks Small/Mid Cap ETF
SMIZ
$193M
$3.77K ﹤0.01%
102
WRBY icon
3559
Warby Parker
WRBY
$2.94B
$3.77K ﹤0.01%
173
+17
FUN icon
3560
Cedar Fair
FUN
$1.58B
$3.76K ﹤0.01%
245
DAKT icon
3561
Daktronics
DAKT
$1.02B
$3.76K ﹤0.01%
190
+186
CAL icon
3562
Caleres
CAL
$319M
$3.74K ﹤0.01%
307
+4
ANGX
3563
Angel Studios
ANGX
$752M
$3.74K ﹤0.01%
800
+300
CADE
3564
DELISTED
Cadence Bank
CADE
$3.73K ﹤0.01%
87
-13
ARR
3565
Armour Residential REIT
ARR
$2.1B
$3.71K ﹤0.01%
210
+58
RING icon
3566
iShares MSCI Global Gold Miners ETF
RING
$3.55B
$3.68K ﹤0.01%
50
FBCV icon
3567
Fidelity Blue Chip Value ETF
FBCV
$181M
$3.67K ﹤0.01%
+103
PINC
3568
DELISTED
Premier
PINC
$3.67K ﹤0.01%
130
+10
WSBF icon
3569
Waterstone Financial
WSBF
$325M
$3.67K ﹤0.01%
222
+98
BAER icon
3570
Bridger Aerospace
BAER
$113M
$3.66K ﹤0.01%
2,000
-7
CIFR icon
3571
Cipher Digital Inc. Common Stock
CIFR
$5.53B
$3.66K ﹤0.01%
248
+98
TDF
3572
Templeton Dragon Fund
TDF
$282M
$3.65K ﹤0.01%
324
HBCP icon
3573
Home Bancorp
HBCP
$460M
$3.64K ﹤0.01%
63
+36
FLYW icon
3574
Flywire
FLYW
$1.53B
$3.64K ﹤0.01%
257
+81
FTS icon
3575
Fortis
FTS
$29.6B
$3.64K ﹤0.01%
70