IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,198
New
Increased
Reduced
Closed

Top Buys

1 +$18.9M
2 +$12.3M
3 +$10.1M
4
FNV icon
Franco-Nevada
FNV
+$9.51M
5
HDV
iShares Core High Dividend ETF
HDV
+$8.84M

Top Sells

1 +$23.7M
2 +$10.7M
3 +$9.75M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.76M
5
VTV icon
Vanguard Value ETF
VTV
+$7.56M

Sector Composition

1 Technology 11.72%
2 Financials 4.45%
3 Consumer Discretionary 3.39%
4 Industrials 3.28%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
TNGX icon
3701
Tango Therapeutics
TNGX
$2.76B
$1.96K ﹤0.01%
233
XP icon
3702
XP
XP
$9.34B
$1.95K ﹤0.01%
104
-6
FBK icon
3703
FB Financial Corp
FBK
$2.67B
$1.95K ﹤0.01%
+35
SHC icon
3704
Sotera Health
SHC
$3.78B
$1.95K ﹤0.01%
+124
PRK icon
3705
Park National Corp
PRK
$2.88B
$1.95K ﹤0.01%
12
+3
BFC icon
3706
Bank First Corp
BFC
$1.48B
$1.94K ﹤0.01%
+16
GNK icon
3707
Genco Shipping & Trading
GNK
$975M
$1.94K ﹤0.01%
109
-49
WSBF icon
3708
Waterstone Financial
WSBF
$333M
$1.93K ﹤0.01%
124
+28
EB
3709
DELISTED
Eventbrite
EB
$1.93K ﹤0.01%
765
-40
VRRM icon
3710
Verra Mobility
VRRM
$2.15B
$1.93K ﹤0.01%
78
-4,136
RYTM icon
3711
Rhythm Pharmaceuticals
RYTM
$5.27B
$1.92K ﹤0.01%
19
+4
KRRO icon
3712
Korro Bio
KRRO
$143M
$1.92K ﹤0.01%
+40
SGHC icon
3713
SGHC Ltd
SGHC
$5.29B
$1.91K ﹤0.01%
145
+32
CNEY icon
3714
CN Energy Group
CNEY
$3.02M
$1.91K ﹤0.01%
800
-20,000
KMT icon
3715
Kennametal
KMT
$2.71B
$1.91K ﹤0.01%
+91
LBRDA icon
3716
Liberty Broadband Class A
LBRDA
$7.37B
$1.9K ﹤0.01%
30
+1
MYE icon
3717
Myers Industries
MYE
$780M
$1.9K ﹤0.01%
112
+14
SMMV icon
3718
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$278M
$1.89K ﹤0.01%
44
PUMP icon
3719
ProPetro Holding
PUMP
$1.84B
$1.89K ﹤0.01%
+361
CIFR icon
3720
Cipher Digital Inc. Common Stock
CIFR
$5.27B
$1.89K ﹤0.01%
150
+15
ADPT icon
3721
Adaptive Biotechnologies
ADPT
$1.98B
$1.89K ﹤0.01%
126
+35
MART icon
3722
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$28.3M
$1.89K ﹤0.01%
50
LOCO icon
3723
El Pollo Loco
LOCO
$415M
$1.87K ﹤0.01%
193
+54
WKC icon
3724
World Kinect Corp
WKC
$1.2B
$1.87K ﹤0.01%
72
-175
ZD icon
3725
Ziff Davis
ZD
$1.62B
$1.87K ﹤0.01%
+49