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
CPS icon
3751
Cooper-Standard Automotive
CPS
$614M
0
HY icon
3752
Hyster-Yale Materials Handling
HY
$544M
$2.67K ﹤0.01%
59
+9
VIK icon
3753
Viking Holdings
VIK
$32.5B
$2.66K ﹤0.01%
50
BGC icon
3754
BGC Group
BGC
$4.22B
$2.66K ﹤0.01%
+166
XPEL icon
3755
XPEL
XPEL
$1.41B
0
WNS
3756
DELISTED
WNS Holdings
WNS
0
ROCK icon
3757
Gibraltar Industries
ROCK
$1.48B
$2.65K ﹤0.01%
45
+19
VSTM icon
3758
Verastem
VSTM
$584M
-41
ELME
3759
Elme Communities
ELME
$1.53B
$2.65K ﹤0.01%
+167
SHEN icon
3760
Shenandoah Telecom
SHEN
$615M
$2.65K ﹤0.01%
176
+171
NVRI icon
3761
Enviri
NVRI
$1.47B
-1
ORC
3762
Orchid Island Capital
ORC
$1.23B
$2.64K ﹤0.01%
376
+49
STEL icon
3763
Stellar Bancorp
STEL
$1.62B
-6
HAIN icon
3764
Hain Celestial
HAIN
$107M
$2.63K ﹤0.01%
+1,728
HEI icon
3765
HEICO Corp
HEI
$45.5B
$2.62K ﹤0.01%
8
-704
ARQT icon
3766
Arcutis Biotherapeutics
ARQT
$3.43B
$2.62K ﹤0.01%
187
+174
ATEX icon
3767
Anterix
ATEX
$414M
0
SSTK icon
3768
Shutterstock
SSTK
$650M
$2.62K ﹤0.01%
138
+100
DNOW icon
3769
DNOW Inc
DNOW
$2.54B
-29
OBK icon
3770
Origin Bancorp
OBK
$1.2B
$2.61K ﹤0.01%
73
+70
TR icon
3771
Tootsie Roll Industries
TR
$2.75B
0
EBUF
3772
Innovator Emerging Markets 10 Buffer ETF - Quarterly
EBUF
$16.3M
$2.61K ﹤0.01%
+95
CTKB icon
3773
Cytek Biosciences
CTKB
$633M
$2.6K ﹤0.01%
+608
JANU
3774
AllianzIM U.S. Equity Buffer15 Uncapped Jan ETF
JANU
$74.4M
$2.6K ﹤0.01%
+100
BZH icon
3775
Beazer Homes USA
BZH
$624M
$2.6K ﹤0.01%
+84