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
$3.88B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,247
New
Increased
Reduced
Closed

Top Sells

1 +$23.7M
2 +$11.7M
3 +$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M
5
ALK icon
Alaska Air
ALK
+$8.98M

Sector Composition

1 Technology 11.75%
2 Financials 4.5%
3 Consumer Discretionary 3.45%
4 Healthcare 3.3%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SD icon
3576
SandRidge Energy
SD
$519M
$4.74K ﹤0.01%
412
+88
WLDN icon
3577
Willdan Group
WLDN
$1.5B
$4.74K ﹤0.01%
31
-7
MODG icon
3578
Topgolf Callaway Brands
MODG
$2.15B
0
HSTM icon
3579
HealthStream
HSTM
$707M
0
CVI icon
3580
CVR Energy
CVI
$2.96B
0
AXL icon
3581
American Axle
AXL
$780M
0
IREN icon
3582
Iris Energy
IREN
$9.74B
$4.69K ﹤0.01%
+100
PGNY icon
3583
Progyny
PGNY
$2.24B
$4.69K ﹤0.01%
218
+3
HNRG icon
3584
Hallador Energy
HNRG
$760M
0
EWTX icon
3585
Edgewise Therapeutics
EWTX
$2.36B
0
RDUS
3586
DELISTED
Radius Recycling
RDUS
$4.65K ﹤0.01%
51
BUFB icon
3587
Innovator Laddered Allocation Buffer ETF
BUFB
$215M
$4.65K ﹤0.01%
130
-100
TRUP icon
3588
Trupanion
TRUP
$1.64B
0
PIO icon
3589
Invesco Global Water ETF
PIO
$270M
$4.62K ﹤0.01%
103
RUSC
3590
Russell Investments U.S. Small Cap Equity ETF
RUSC
$43.7M
$4.62K ﹤0.01%
152
GSHD icon
3591
Goosehead Insurance
GSHD
$1.77B
-1
XTN icon
3592
State Street SPDR S&P Transportation ETF
XTN
$155M
$4.61K ﹤0.01%
55
JACK icon
3593
Jack in the Box
JACK
$368M
0
PDM
3594
Piedmont Realty Trust
PDM
$1.06B
$4.59K ﹤0.01%
438
-74
DHY
3595
Credit Suisse High Yield Credit Fund
DHY
$207M
$4.58K ﹤0.01%
2,223
BCD icon
3596
abrdn Bloomberg All Commodity Longer Dated Strategy K-1 Free ETF
BCD
$328M
$4.57K ﹤0.01%
133
IOSP icon
3597
Innospec
IOSP
$1.96B
$4.55K ﹤0.01%
53
-6
AXGN icon
3598
Axogen
AXGN
$1.45B
0
NAVI icon
3599
Navient
NAVI
$1.29B
$4.55K ﹤0.01%
194
-42
PLUS icon
3600
ePlus
PLUS
$2.36B
$4.54K ﹤0.01%
56
-8