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
GNK icon
3626
Genco Shipping & Trading
GNK
$790M
$3.4K ﹤0.01%
158
+58
ASGN icon
3627
ASGN Inc
ASGN
$2.08B
$3.4K ﹤0.01%
40
+14
PRKS icon
3628
United Parks & Resorts
PRKS
$1.89B
0
BUR icon
3629
Burford Capital
BUR
$2.03B
0
UFO icon
3630
Procure Space ETF
UFO
$125M
$3.39K ﹤0.01%
118
VRE
3631
Veris Residential
VRE
$1.37B
$3.38K ﹤0.01%
+227
VTS icon
3632
Vitesse Energy
VTS
$750M
$3.38K ﹤0.01%
153
-19
GSBD icon
3633
Goldman Sachs BDC
GSBD
$1.1B
$3.38K ﹤0.01%
300
-795
HLX icon
3634
Helix Energy Solutions
HLX
$903M
$3.36K ﹤0.01%
+539
VSCO icon
3635
Victoria's Secret
VSCO
$4.55B
-79
SUPN icon
3636
Supernus Pharmaceuticals
SUPN
$2.95B
$3.34K ﹤0.01%
106
+100
ZIP icon
3637
ZipRecruiter
ZIP
$384M
0
UP icon
3638
Wheels Up
UP
$477M
$3.34K ﹤0.01%
3,118
+118
BBSI icon
3639
Barrett Business Services
BBSI
$936M
-6
UWMC icon
3640
UWM Holdings
UWMC
$1.24B
-128
NABL icon
3641
N-able
NABL
$1.42B
-179
UIS icon
3642
Unisys
UIS
$200M
$3.32K ﹤0.01%
732
+661
VCTR icon
3643
Victory Capital Holdings
VCTR
$4.09B
-1
FBK icon
3644
FB Financial Corp
FBK
$3.04B
-5
BHE icon
3645
Benchmark Electronics
BHE
$1.59B
0
TRN icon
3646
Trinity Industries
TRN
$2.28B
-3
DRH icon
3647
Diamondrock Hospitality Company Common Stock
DRH
$1.88B
$3.29K ﹤0.01%
+430
CWS icon
3648
AdvisorShares Focused Equity ETF
CWS
$186M
$3.29K ﹤0.01%
+47
ZLAB icon
3649
Zai Lab
ZLAB
$2B
$3.29K ﹤0.01%
+94
WLFC icon
3650
Willis Lease Finance
WLFC
$916M
0