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
RVT icon
3826
Royce Value Trust
RVT
$1.94B
$2.33K ﹤0.01%
155
RDY icon
3827
Dr. Reddy's Laboratories
RDY
$11.8B
$2.33K ﹤0.01%
155
+34
ITIC icon
3828
Investors Title Co
ITIC
$480M
0
DCO icon
3829
Ducommun
DCO
$1.41B
-7
PLTK icon
3830
Playtika
PLTK
$1.55B
$2.31K ﹤0.01%
+488
BF.A icon
3831
Brown-Forman Class A
BF.A
$13.1B
$2.31K ﹤0.01%
84
+73
USLM icon
3832
United States Lime & Minerals
USLM
$3.65B
$2.3K ﹤0.01%
23
+20
CDE icon
3833
Coeur Mining
CDE
$11.7B
$2.29K ﹤0.01%
207
+165
LODE icon
3834
Comstock
LODE
$189M
$2.27K ﹤0.01%
600
-6,000
ESRT icon
3835
Empire State Realty Trust
ESRT
$1.12B
0
ARR
3836
Armour Residential REIT
ARR
$1.95B
$2.27K ﹤0.01%
135
-410
FSV icon
3837
FirstService
FSV
$7.07B
$2.27K ﹤0.01%
13
-16
VMEO
3838
DELISTED
Vimeo
VMEO
-6
NUS icon
3839
Nu Skin
NUS
$501M
0
PRG icon
3840
PROG Holdings
PRG
$1.18B
0
CPRX icon
3841
Catalyst Pharmaceutical
CPRX
$2.92B
$2.26K ﹤0.01%
104
+81
TNK icon
3842
Teekay Tankers
TNK
$1.87B
$2.25K ﹤0.01%
+54
THRY icon
3843
Thryv Holdings
THRY
$266M
-3
CMRC
3844
Commerce.com Inc Series 1
CMRC
$343M
$2.25K ﹤0.01%
449
+434
SRET icon
3845
Global X SuperDividend REIT ETF
SRET
$206M
$2.24K ﹤0.01%
106
-66
JOUT icon
3846
Johnson Outdoors
JOUT
$458M
$2.24K ﹤0.01%
+72
TRVI icon
3847
Trevi Therapeutics
TRVI
$1.67B
0
TROX icon
3848
Tronox
TROX
$691M
$2.23K ﹤0.01%
+439
XP icon
3849
XP
XP
$8.31B
$2.22K ﹤0.01%
110
+60
MTRN icon
3850
Materion
MTRN
$2.63B
$2.22K ﹤0.01%
+28