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
$3.88B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,247
New
Increased
Reduced
Closed

Top Sells

1 +$23.7M
2 +$11.7M
3 +$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M
5
ALK icon
Alaska Air
ALK
+$8.98M

Sector Composition

1 Technology 11.75%
2 Financials 4.5%
3 Consumer Discretionary 3.45%
4 Healthcare 3.3%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UCTT icon
3776
Ultra Clean Holdings
UCTT
$1.16B
$3.54K ﹤0.01%
92
-504
ODC icon
3777
Oil-Dri
ODC
$753M
0
TNK icon
3778
Teekay Tankers
TNK
$1.85B
$3.54K ﹤0.01%
64
+10
SDGR icon
3779
Schrodinger
SDGR
$1.32B
-52
KINS icon
3780
Kingstone Companies
KINS
$229M
0
EIG icon
3781
Employers Holdings
EIG
$951M
$3.53K ﹤0.01%
29
-19
MSEX icon
3782
Middlesex Water
MSEX
$973M
$3.52K ﹤0.01%
55
+44
IART icon
3783
Integra LifeSciences
IART
$1.05B
0
YEXT icon
3784
Yext
YEXT
$1.02B
$3.5K ﹤0.01%
359
+127
VECO icon
3785
Veeco
VECO
$1.83B
$3.5K ﹤0.01%
55
+22
ERIE icon
3786
Erie Indemnity
ERIE
$15B
$3.5K ﹤0.01%
11
+10
CAE icon
3787
CAE Inc
CAE
$9.41B
$3.5K ﹤0.01%
118
-3
HAIN icon
3788
Hain Celestial
HAIN
$106M
$3.48K ﹤0.01%
2,200
+472
DSL
3789
DoubleLine Income Solutions Fund
DSL
$1.29B
$3.45K ﹤0.01%
281
-218
SPT icon
3790
Sprout Social
SPT
$623M
0
TUR icon
3791
iShares MSCI Turkey ETF
TUR
$200M
$3.42K ﹤0.01%
100
-184
BDN
3792
Brandywine Realty Trust
BDN
$535M
0
TRVI icon
3793
Trevi Therapeutics
TRVI
$1.59B
0
LBRT icon
3794
Liberty Energy
LBRT
$2.91B
$3.39K ﹤0.01%
275
-167
NSP icon
3795
Insperity
NSP
$1.44B
-2
EXTR icon
3796
Extreme Networks
EXTR
$2.26B
0
INFY icon
3797
Infosys
INFY
$71.9B
$3.38K ﹤0.01%
208
DK icon
3798
Delek US
DK
$2.04B
$3.36K ﹤0.01%
+52
NKTR icon
3799
Nektar Therapeutics
NKTR
$1,000M
$3.36K ﹤0.01%
59
-4,751
CYH icon
3800
Community Health Systems
CYH
$446M
0