IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,198
New
Increased
Reduced
Closed

Top Sells

1 +$23.7M
2 +$11M
3 +$10M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.95M
5
VTV icon
Vanguard Value ETF
VTV
+$7.79M

Sector Composition

1 Technology 11.72%
2 Financials 4.45%
3 Consumer Discretionary 3.39%
4 Industrials 3.22%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VYX icon
3826
NCR Voyix
VYX
$1.36B
$1.37K ﹤0.01%
109
-276
SMAX
3827
iShares Large Cap Max Buffer Sep ETF
SMAX
$118M
$1.37K ﹤0.01%
51
+1
BLNK icon
3828
Blink Charging
BLNK
$99.2M
$1.36K ﹤0.01%
830
RVMD icon
3829
Revolution Medicines
RVMD
$18.8B
$1.35K ﹤0.01%
29
-369
UGP icon
3830
Ultrapar
UGP
$5.44B
$1.35K ﹤0.01%
330
CGTX icon
3831
Cognition Therapeutics
CGTX
$93.6M
$1.35K ﹤0.01%
+1,000
AIV
3832
Aimco
AIV
$856M
$1.35K ﹤0.01%
170
+26
LXEO icon
3833
Lexeo Therapeutics
LXEO
$523M
$1.35K ﹤0.01%
203
+96
LBRDK icon
3834
Liberty Broadband Class C
LBRDK
$7.71B
$1.33K ﹤0.01%
21
-49
MLKN icon
3835
MillerKnoll
MLKN
$1.54B
$1.33K ﹤0.01%
75
+25
NSP icon
3836
Insperity
NSP
$1.47B
$1.33K ﹤0.01%
27
+25
BFRZ
3837
Innovator Equity Managed 100 Buffer ETF
BFRZ
$105M
$1.33K ﹤0.01%
+50
ALB.PRA icon
3838
Albemarle Corp Depositary Shares
ALB.PRA
$3.09B
$1.33K ﹤0.01%
35
+16
NGVT icon
3839
Ingevity
NGVT
$2.61B
$1.32K ﹤0.01%
24
+7
ORMP icon
3840
Oramed Pharmaceuticals
ORMP
$136M
$1.32K ﹤0.01%
500
BWX icon
3841
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.56B
$1.31K ﹤0.01%
57
MMAX
3842
iShares Large Cap Max Buffer Mar ETF
MMAX
$33.7M
$1.31K ﹤0.01%
50
TROX icon
3843
Tronox
TROX
$1.18B
$1.31K ﹤0.01%
325
-114
LCII icon
3844
LCI Industries
LCII
$3.74B
$1.3K ﹤0.01%
14
RHLD
3845
Resolute Holdings Management
RHLD
$1.65B
$1.3K ﹤0.01%
18
+16
AMRN
3846
Amarin Corp
AMRN
$307M
$1.29K ﹤0.01%
79
-1,592
ALLO icon
3847
Allogene Therapeutics
ALLO
$380M
$1.29K ﹤0.01%
1,038
+1,007
HOV icon
3848
Hovnanian Enterprises
HOV
$749M
$1.28K ﹤0.01%
10
+2
SONO icon
3849
Sonos
SONO
$2.06B
$1.28K ﹤0.01%
+81
NLOP
3850
Net Lease Office Properties
NLOP
$289M
$1.27K ﹤0.01%
43
+1