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
JUNT icon
3576
AllianzIM U.S. Equity Buffer10 Jun ETF
JUNT
$19.1M
$3.63K ﹤0.01%
100
EZPW icon
3577
Ezcorp Inc
EZPW
$1.61B
$3.61K ﹤0.01%
186
+71
HSII
3578
DELISTED
Heidrick & Struggles
HSII
$3.6K ﹤0.01%
61
+32
OXY.WS icon
3579
Occidental Petroleum Corp Warrants
OXY.WS
$34.5B
$3.6K ﹤0.01%
187
MH
3580
McGraw Hill
MH
$2.67B
$3.6K ﹤0.01%
+218
HMC icon
3581
Honda
HMC
$33.7B
$3.6K ﹤0.01%
122
+4
AHRT
3582
AH Realty Trust, Inc.
AHRT
$461M
$3.6K ﹤0.01%
543
-107
INSE icon
3583
Inspired Entertainment
INSE
$190M
$3.59K ﹤0.01%
384
+4
ABAT icon
3584
American Battery Technology Co
ABAT
$450M
$3.59K ﹤0.01%
+1,074
CTKB icon
3585
Cytek Biosciences
CTKB
$528M
$3.59K ﹤0.01%
710
JHX icon
3586
James Hardie Industries
JHX
$11.6B
$3.57K ﹤0.01%
172
-12
JOUT icon
3587
Johnson Outdoors
JOUT
$465M
$3.57K ﹤0.01%
84
+10
PRGS icon
3588
Progress Software
PRGS
$1.53B
$3.57K ﹤0.01%
83
-22
CHEF icon
3589
Chefs' Warehouse
CHEF
$2.59B
$3.55K ﹤0.01%
57
+3
OZK icon
3590
Bank OZK
OZK
$4.86B
$3.54K ﹤0.01%
77
-244
HOUS
3591
DELISTED
Anywhere Real Estate
HOUS
$3.54K ﹤0.01%
250
-6
TNC icon
3592
Tennant Co
TNC
$1.12B
$3.54K ﹤0.01%
48
+7
BNS icon
3593
Scotiabank
BNS
$86.2B
$3.54K ﹤0.01%
48
ACLS icon
3594
Axcelis
ACLS
$2.64B
$3.54K ﹤0.01%
44
CMRE icon
3595
Costamare
CMRE
$1.99B
$3.52K ﹤0.01%
223
+22
NSIT icon
3596
Insight Enterprises
NSIT
$2.54B
$3.5K ﹤0.01%
43
UCB
3597
United Community Banks
UCB
$3.61B
$3.5K ﹤0.01%
112
-65
PRG icon
3598
PROG Holdings
PRG
$1.14B
$3.48K ﹤0.01%
118
+91
LBRDA icon
3599
Liberty Broadband Class A
LBRDA
$7.29B
$3.48K ﹤0.01%
72
+42
MNR icon
3600
Mach Natural Resources
MNR
$2.26B
$3.47K ﹤0.01%
314
+6