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
WGS icon
3551
GeneDx Holdings
WGS
$4.06B
-36
OXY.WS icon
3552
Occidental Petroleum Corp Warrants
OXY.WS
$16.7B
$3.87K ﹤0.01%
187
-46
QCRH icon
3553
QCR Holdings
QCRH
$1.44B
$3.87K ﹤0.01%
+57
CWH icon
3554
Camping World
CWH
$628M
$3.87K ﹤0.01%
+213
NOK icon
3555
Nokia
NOK
$36B
$3.86K ﹤0.01%
746
+50
INFY icon
3556
Infosys
INFY
$81.8B
$3.85K ﹤0.01%
208
-37
CNMD icon
3557
CONMED
CNMD
$1.24B
0
OIS icon
3558
Oil States International
OIS
$410M
$3.84K ﹤0.01%
+656
WGO icon
3559
Winnebago Industries
WGO
$1.23B
-1
FLYW icon
3560
Flywire
FLYW
$1.81B
0
STR
3561
DELISTED
Sitio Royalties
STR
$3.82K ﹤0.01%
176
+154
NPK icon
3562
National Presto Industries
NPK
$754M
-1
ADEA icon
3563
Adeia
ADEA
$1.4B
0
NUHY icon
3564
Nuveen ESG High Yield Corporate Bond ETF
NUHY
$108M
$3.81K ﹤0.01%
176
+100
GES icon
3565
Guess Inc
GES
$874M
$3.81K ﹤0.01%
315
+145
CABO icon
3566
Cable One
CABO
$716M
$3.8K ﹤0.01%
28
+23
WNC icon
3567
Wabash National
WNC
$364M
$3.79K ﹤0.01%
47
-128
DLTH icon
3568
Duluth Holdings
DLTH
$81.2M
$3.78K ﹤0.01%
+1,800
XPER icon
3569
Xperi
XPER
$271M
0
SFD
3570
Smithfield Foods
SFD
$8.96B
-2
GLO
3571
Clough Global Opportunities Fund
GLO
$239M
$3.76K ﹤0.01%
693
FFBC icon
3572
First Financial Bancorp
FFBC
$2.59B
$3.76K ﹤0.01%
29
+6
UGRO icon
3573
urban-gro
UGRO
$4.62M
$3.76K ﹤0.01%
12,500
-33,698
ALRS icon
3574
Alerus Financial
ALRS
$576M
$3.74K ﹤0.01%
+173
TECL icon
3575
Direxion Daily Technology Bull 3x Shares
TECL
$3.94B
$3.74K ﹤0.01%
40