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
PDM
3576
Piedmont Realty Trust
PDM
$1.04B
$3.73K ﹤0.01%
+512
SII
3577
Sprott
SII
$2.49B
$3.73K ﹤0.01%
+54
GDOT icon
3578
Green Dot
GDOT
$715M
-55
BOC icon
3579
Boston Omaha
BOC
$394M
0
REPL icon
3580
Replimune Group
REPL
$775M
-4
AMR icon
3581
Alpha Metallurgical Resources
AMR
$2.68B
$3.71K ﹤0.01%
+33
TDS icon
3582
Telephone and Data Systems
TDS
$4.46B
-65
MTW icon
3583
Manitowoc
MTW
$463M
$3.69K ﹤0.01%
271
+58
EWTX icon
3584
Edgewise Therapeutics
EWTX
$2.7B
0
ACCO icon
3585
Acco Brands
ACCO
$342M
$3.68K ﹤0.01%
+1,028
LARK icon
3586
Landmark Bancorp
LARK
$174M
$3.67K ﹤0.01%
146
LOB icon
3587
Live Oak Bancshares
LOB
$1.67B
0
WRBY icon
3588
Warby Parker
WRBY
$3.22B
$3.66K ﹤0.01%
167
+160
DIOD icon
3589
Diodes
DIOD
$2.36B
$3.65K ﹤0.01%
21
-2,484
DWMF icon
3590
WisdomTree International Multifactor Fund
DWMF
$36.2M
$3.64K ﹤0.01%
116
GSBC icon
3591
Great Southern Bancorp
GSBC
$720M
$3.64K ﹤0.01%
+56
NAVI icon
3592
Navient
NAVI
$1.28B
$3.64K ﹤0.01%
236
+110
ABM icon
3593
ABM Industries
ABM
$2.58B
$3.63K ﹤0.01%
77
+59
LILA icon
3594
Liberty Latin America Class A
LILA
$1.6B
$3.62K ﹤0.01%
594
+4
ANGI icon
3595
Angi Inc
ANGI
$552M
0
BASE
3596
DELISTED
Couchbase
BASE
$3.61K ﹤0.01%
+148
LXP icon
3597
LXP Industrial Trust
LXP
$3B
$3.6K ﹤0.01%
+87
APEI icon
3598
American Public Education
APEI
$694M
-3
SCVL icon
3599
Shoe Carnival
SCVL
$514M
$3.59K ﹤0.01%
192
+10
ABG icon
3600
Asbury Automotive
ABG
$4.61B
$3.58K ﹤0.01%
15
+5