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
NVMI icon
3601
Nova
NVMI
$9.57B
$3.58K ﹤0.01%
13
+8
SOBO
3602
South Bow Corp
SOBO
$5.69B
$3.57K ﹤0.01%
137
-121
ARKQ icon
3603
ARK Autonomous Technology & Robotics ETF
ARKQ
$1.7B
$3.57K ﹤0.01%
40
WSC icon
3604
WillScot Mobile Mini Holdings
WSC
$3.43B
-44
WIT icon
3605
Wipro
WIT
$32.1B
$3.56K ﹤0.01%
1,178
CAE icon
3606
CAE Inc
CAE
$9.69B
$3.54K ﹤0.01%
121
XCEM icon
3607
Columbia EM Core ex-China ETF
XCEM
$1.21B
$3.53K ﹤0.01%
103
MXL icon
3608
MaxLinear
MXL
$1.54B
$3.52K ﹤0.01%
192
+176
APPS icon
3609
Digital Turbine
APPS
$590M
0
AOUT icon
3610
American Outdoor Brands
AOUT
$106M
$3.52K ﹤0.01%
337
-25
CZNC icon
3611
Citizens & Northern Corp
CZNC
$374M
$3.5K ﹤0.01%
163
+31
IAG icon
3612
IAMGOLD
IAG
$9.66B
$3.5K ﹤0.01%
476
CURB
3613
Curbline Properties
CURB
$2.47B
$3.49K ﹤0.01%
115
-9
SDRL icon
3614
Seadrill
SDRL
$1.97B
$3.49K ﹤0.01%
133
+122
CGON icon
3615
CG Oncology
CGON
$3.15B
0
ROOT icon
3616
Root
ROOT
$1.15B
0
ETNB
3617
DELISTED
89bio
ETNB
0
MOFG icon
3618
MidWestOne Financial Group
MOFG
$836M
$3.42K ﹤0.01%
+37
TPHE
3619
DELISTED
Timothy Plan High Dividend Stock Enhanced ETF
TPHE
$3.42K ﹤0.01%
136
LYTS icon
3620
LSI Industries
LYTS
$575M
0
ADTN icon
3621
Adtran
ADTN
$696M
-2
NWN icon
3622
Northwest Natural Holdings
NWN
$1.93B
$3.42K ﹤0.01%
50
+43
TITN icon
3623
Titan Machinery
TITN
$372M
0
JUNT icon
3624
AllianzIM U.S. Large Cap Buffer10 Jun ETF
JUNT
$21.7M
$3.4K ﹤0.01%
+100
ALKS icon
3625
Alkermes
ALKS
$4.7B
$3.4K ﹤0.01%
75
-7