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
NHI icon
3751
National Health Investors
NHI
$3.98B
$1.75K ﹤0.01%
22
-40
BUYW icon
3752
Main BuyWrite ETF
BUYW
$1.08B
$1.75K ﹤0.01%
123
-7
TOI icon
3753
The Oncology Institute
TOI
$293M
$1.75K ﹤0.01%
+500
PLAY icon
3754
Dave & Buster's
PLAY
$340M
$1.74K ﹤0.01%
+96
SLDP icon
3755
Solid Power
SLDP
$644M
$1.74K ﹤0.01%
500
MOV icon
3756
Movado Group
MOV
$531M
$1.73K ﹤0.01%
+91
NXDR
3757
Nextdoor Holdings
NXDR
$527M
$1.72K ﹤0.01%
822
+21
CVI icon
3758
CVR Energy
CVI
$3.5B
$1.72K ﹤0.01%
+47
ARKX icon
3759
ARK Space & Defense Innovation ETF
ARKX
$671M
$1.71K ﹤0.01%
60
ALKS icon
3760
Alkermes
ALKS
$4.9B
$1.71K ﹤0.01%
57
-18
ACDC icon
3761
ProFrac Holding
ACDC
$1.2B
$1.71K ﹤0.01%
461
+445
FFIC icon
3762
Flushing Financial
FFIC
$504M
$1.7K ﹤0.01%
123
+116
EGP icon
3763
EastGroup Properties
EGP
$9.77B
$1.69K ﹤0.01%
+10
PRVA icon
3764
Privia Health
PRVA
$2.48B
$1.69K ﹤0.01%
68
+60
CMCO icon
3765
Columbus McKinnon
CMCO
$404M
$1.69K ﹤0.01%
118
+1
FOLD icon
3766
Amicus Therapeutics
FOLD
$4.52B
$1.69K ﹤0.01%
214
+49
CRAI icon
3767
CRA International
CRAI
$1.01B
$1.67K ﹤0.01%
8
-1
XPEV icon
3768
XPeng
XPEV
$16.2B
$1.66K ﹤0.01%
71
LGIH icon
3769
LGI Homes
LGIH
$873M
$1.66K ﹤0.01%
+32
HTLD icon
3770
Heartland Express
HTLD
$792M
$1.65K ﹤0.01%
197
+144
ANIX icon
3771
Anixa Biosciences
ANIX
$85.5M
$1.65K ﹤0.01%
500
ZYME icon
3772
Zymeworks
ZYME
$1.8B
$1.64K ﹤0.01%
96
BRF icon
3773
VanEck Brazil Small-Cap ETF
BRF
$23.4M
$1.63K ﹤0.01%
+100
CCOR icon
3774
Core Alternative Capital
CCOR
$31.5M
$1.62K ﹤0.01%
62
SNCY icon
3775
Sun Country Airlines
SNCY
$867M
$1.62K ﹤0.01%
137
-29