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
NUVL icon
3776
Nuvalent
NUVL
$8.06B
$2.59K ﹤0.01%
+34
CVBF icon
3777
CVB Financial
CVBF
$2.67B
$2.59K ﹤0.01%
49
+45
PFSI icon
3778
PennyMac Financial
PFSI
$7B
$2.59K ﹤0.01%
+4
BYND icon
3779
Beyond Meat
BYND
$503M
$2.58K ﹤0.01%
740
+160
LPRO icon
3780
Open Lending Corp
LPRO
$190M
$2.57K ﹤0.01%
+1,325
VIR icon
3781
Vir Biotechnology
VIR
$801M
$2.57K ﹤0.01%
+509
WS icon
3782
Worthington Steel
WS
$1.85B
-186
RBCAA icon
3783
Republic Bancorp
RBCAA
$1.41B
$2.56K ﹤0.01%
+35
AAT
3784
American Assets Trust
AAT
$1.15B
$2.55K ﹤0.01%
+129
CNK icon
3785
Cinemark Holdings
CNK
$2.62B
$2.54K ﹤0.01%
84
+68
DBEM icon
3786
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$77.1M
$2.54K ﹤0.01%
93
+1
SGHC icon
3787
SGHC Ltd
SGHC
$6.01B
$2.54K ﹤0.01%
+113
PROP icon
3788
Prairie Operating Co
PROP
$100M
$2.53K ﹤0.01%
845
+600
AGEN
3789
Agenus
AGEN
$117M
0
CVI icon
3790
CVR Energy
CVI
$2.77B
-16
HAFC icon
3791
Hanmi Financial
HAFC
$854M
$2.52K ﹤0.01%
+102
PSCC icon
3792
Invesco S&P SmallCap Consumer Staples ETF
PSCC
$34.5M
$2.52K ﹤0.01%
76
ARMK icon
3793
Aramark
ARMK
$9.98B
-28
WLDN icon
3794
Willdan Group
WLDN
$1.64B
$2.5K ﹤0.01%
+38
SMRT icon
3795
SmartRent
SMRT
$395M
$2.5K ﹤0.01%
2,521
+2,087
DHT icon
3796
DHT Holdings
DHT
$1.97B
$2.5K ﹤0.01%
231
-8,769
SPT icon
3797
Sprout Social
SPT
$672M
-1
JULD
3798
DELISTED
Innovator Premium Income 10 Barrier ETF July
JULD
$2.48K ﹤0.01%
+100
JULH icon
3799
Innovator Premium Income 20 Barrier ETF July
JULH
$19.1M
$2.48K ﹤0.01%
+100
BRSL
3800
Brightstar Lottery PLC
BRSL
$3.02B
$2.48K ﹤0.01%
7
-21