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
SNBR icon
3826
Sleep Number
SNBR
$186M
-48
FMNB icon
3827
Farmers National Banc Corp
FMNB
$541M
$3.24K ﹤0.01%
225
+31
VC icon
3828
Visteon
VC
$2.78B
$3.24K ﹤0.01%
15
+10
CURB
3829
Curbline Properties
CURB
$2.43B
$3.23K ﹤0.01%
107
-8
CBZ icon
3830
CBIZ
CBZ
$2.9B
0
MIRM icon
3831
Mirum Pharmaceuticals
MIRM
$3.47B
$3.23K ﹤0.01%
40
-2
HIT
3832
Health In Tech Inc
HIT
$69.4M
$3.23K ﹤0.01%
+1,005
UGA icon
3833
United States Gasoline Fund
UGA
$75.8M
$3.22K ﹤0.01%
50
APRH icon
3834
Innovator Premium Income 20 Barrier ETF April
APRH
$26.3M
$3.22K ﹤0.01%
130
TMAT icon
3835
Main Thematic Innovation ETF
TMAT
$208M
$3.22K ﹤0.01%
119
ZJK
3836
ZJK Industrial Co Ltd
ZJK
$126M
$3.22K ﹤0.01%
1,000
KFRC icon
3837
Kforce
KFRC
$560M
$3.21K ﹤0.01%
107
-43
DSP icon
3838
Viant Technology
DSP
$197M
0
HZO icon
3839
MarineMax
HZO
$549M
0
ZLAB icon
3840
Zai Lab
ZLAB
$1.92B
$3.19K ﹤0.01%
94
WERN icon
3841
Werner Enterprises
WERN
$1.82B
$3.19K ﹤0.01%
+13
GDOT icon
3842
Green Dot
GDOT
$722M
0
CRBN icon
3843
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$978M
$3.18K ﹤0.01%
14
ANGI icon
3844
Angi Inc
ANGI
$542M
0
BUSE icon
3845
First Busey Corp
BUSE
$2.23B
$3.17K ﹤0.01%
+117
SYBT icon
3846
Stock Yards Bancorp
SYBT
$2.04B
0
MBIN icon
3847
Merchants Bancorp
MBIN
$1.69B
$3.15K ﹤0.01%
61
-23
NAGE
3848
Niagen Bioscience
NAGE
$508M
$3.13K ﹤0.01%
190
-68
TBCH
3849
Turtle Beach Corp
TBCH
$283M
$3.13K ﹤0.01%
+25
BNS icon
3850
Scotiabank
BNS
$90.3B
$3.11K ﹤0.01%
48
-150