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
XMTR icon
3626
Xometry
XMTR
$2.09B
$3.33K ﹤0.01%
56
VAW icon
3627
Vanguard Materials ETF
VAW
$2.98B
$3.32K ﹤0.01%
16
MIRM icon
3628
Mirum Pharmaceuticals
MIRM
$5.38B
$3.32K ﹤0.01%
42
WT icon
3629
WisdomTree
WT
$2.18B
$3.3K ﹤0.01%
271
+93
TBCH
3630
Turtle Beach Corp
TBCH
$261M
$3.3K ﹤0.01%
235
+124
VRE
3631
Veris Residential
VRE
$1.76B
$3.27K ﹤0.01%
220
+19
AXGN icon
3632
Axogen
AXGN
$1.66B
$3.27K ﹤0.01%
100
BBSC icon
3633
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$661M
$3.27K ﹤0.01%
44
+9
DSL
3634
DoubleLine Income Solutions Fund
DSL
$1.27B
$3.26K ﹤0.01%
289
+8
ABG icon
3635
Asbury Automotive
ABG
$3.83B
$3.25K ﹤0.01%
14
-1
ASC icon
3636
Ardmore Shipping
ASC
$592M
$3.25K ﹤0.01%
307
+217
CGEM icon
3637
Cullinan Oncology
CGEM
$818M
$3.24K ﹤0.01%
313
+166
NVGS icon
3638
Navigator Holdings
NVGS
$1.19B
$3.24K ﹤0.01%
187
+159
AMWD icon
3639
American Woodmark
AMWD
$567M
$3.23K ﹤0.01%
60
+24
UHT
3640
Universal Health Realty Income Trust
UHT
$591M
$3.21K ﹤0.01%
82
-72
APRH icon
3641
Innovator Premium Income 20 Barrier ETF April
APRH
$23.6M
$3.21K ﹤0.01%
130
PFBC icon
3642
Preferred Bank
PFBC
$1.07B
$3.21K ﹤0.01%
34
+32
CAR icon
3643
Avis
CAR
$3.56B
$3.21K ﹤0.01%
25
IHRT icon
3644
iHeartMedia
IHRT
$432M
$3.19K ﹤0.01%
768
+610
PAX icon
3645
Patria Investments
PAX
$1.81B
$3.19K ﹤0.01%
201
+128
XWIN
3646
XMAX Inc
XWIN
$262M
$3.19K ﹤0.01%
+532
NVCR icon
3647
NovoCure
NVCR
$1.36B
$3.18K ﹤0.01%
246
-28
ADMA icon
3648
ADMA Biologics
ADMA
$3.67B
$3.17K ﹤0.01%
174
+24
VTS icon
3649
Vitesse Energy
VTS
$796M
$3.16K ﹤0.01%
164
-3
FFBC icon
3650
First Financial Bancorp
FFBC
$2.8B
$3.15K ﹤0.01%
126
-24