IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,084
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.8M
3
+$29.6M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
GFI icon
Gold Fields
GFI
+$20.3M

Top Sells

1
+$8.77M
2
+$5.55M
3
+$5.34M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.69M

Sector Composition

1 Technology 11.98%
2 Financials 4.3%
3 Communication Services 4.05%
4 Consumer Discretionary 3.83%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TWST icon
3776
Twist Bioscience
TWST
$3.74B
$2.38K ﹤0.01%
75
-98
ARCB icon
3777
ArcBest
ARCB
$2.73B
$2.37K ﹤0.01%
32
-3
LNN icon
3778
Lindsay Corp
LNN
$1.13B
$2.36K ﹤0.01%
20
+12
SKWD icon
3779
Skyward Specialty Insurance
SKWD
$2.05B
$2.35K ﹤0.01%
46
-23
PXJ icon
3780
Invesco Oil & Gas Services ETF
PXJ
$130M
$2.35K ﹤0.01%
80
CAC icon
3781
Camden National
CAC
$843M
$2.34K ﹤0.01%
54
+15
TOWN icon
3782
Towne Bank
TOWN
$3.24B
$2.34K ﹤0.01%
70
-6
CODI icon
3783
Compass Diversified
CODI
$864M
$2.31K ﹤0.01%
481
-9
SRET icon
3784
Global X SuperDividend REIT ETF
SRET
$235M
$2.31K ﹤0.01%
106
CRCT icon
3785
Cricut
CRCT
$934M
$2.3K ﹤0.01%
464
+344
BILL icon
3786
BILL Holdings
BILL
$3.68B
$2.29K ﹤0.01%
42
+5
FLQL icon
3787
Franklin US Large Cap Multifactor Index ETF
FLQL
$1.9B
$2.29K ﹤0.01%
33
-1,044
CAN
3788
Canaan Creative
CAN
$385M
$2.28K ﹤0.01%
3,303
+3,000
KT icon
3789
KT
KT
$10.4B
$2.28K ﹤0.01%
120
CWBC
3790
Community West Bancshares
CWBC
$656M
$2.27K ﹤0.01%
101
+31
FLGT icon
3791
Fulgent Genetics
FLGT
$470M
$2.26K ﹤0.01%
+86
LODE icon
3792
Comstock
LODE
$241M
$2.26K ﹤0.01%
600
WERN icon
3793
Werner Enterprises
WERN
$2.03B
$2.25K ﹤0.01%
75
+8
SRCE icon
3794
1st Source
SRCE
$1.76B
$2.25K ﹤0.01%
36
+2
SOWG
3795
Sow Good
SOWG
$35.7M
$2.24K ﹤0.01%
6,500
AMBP icon
3796
Ardagh Metal Packaging
AMBP
$2.4B
$2.23K ﹤0.01%
545
+21
ERX icon
3797
Direxion Daily Energy Bull 2X ETF
ERX
$261M
$2.23K ﹤0.01%
40
MAN icon
3798
ManpowerGroup
MAN
$1.37B
$2.23K ﹤0.01%
75
-435
SJT
3799
San Juan Basin Royalty Trust
SJT
$196M
$2.22K ﹤0.01%
395
REFI
3800
Chicago Atlantic Real Estate Finance
REFI
$258M
$2.21K ﹤0.01%
180
-47
150 151
152
153 154