IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
QNST icon
3876
QuinStreet
QNST
$663M
$1.8K ﹤0.01%
125
-142
LOB icon
3877
Live Oak Bancshares
LOB
$1.54B
$1.79K ﹤0.01%
52
+30
TOI icon
3878
The Oncology Institute
TOI
$257M
$1.78K ﹤0.01%
500
SGRY icon
3879
Surgery Partners
SGRY
$1.68B
$1.78K ﹤0.01%
115
-48
ORRF icon
3880
Orrstown Financial Services
ORRF
$686M
$1.77K ﹤0.01%
50
-25
EGHT icon
3881
8x8 Inc
EGHT
$316M
$1.77K ﹤0.01%
898
+220
PRAX icon
3882
Praxis Precision Medicines
PRAX
$8.63B
$1.77K ﹤0.01%
6
+3
SITM icon
3883
SiTime
SITM
$9.34B
$1.77K ﹤0.01%
5
+3
UA icon
3884
Under Armour Class C
UA
$2.68B
$1.77K ﹤0.01%
368
+203
INDB icon
3885
Independent Bank
INDB
$3.74B
$1.75K ﹤0.01%
24
-34
THRM icon
3886
Gentherm
THRM
$883M
$1.75K ﹤0.01%
48
+2
ARKX icon
3887
ARK Space & Defense Innovation ETF
ARKX
$721M
$1.74K ﹤0.01%
60
SGHC icon
3888
SGHC Ltd
SGHC
$5.52B
$1.73K ﹤0.01%
145
MARA icon
3889
Marathon Digital Holdings
MARA
$3.25B
$1.73K ﹤0.01%
193
-1,826
FCEL icon
3890
FuelCell Energy
FCEL
$376M
$1.73K ﹤0.01%
237
HVT icon
3891
Haverty Furniture Companies
HVT
$354M
$1.73K ﹤0.01%
74
+23
COTY icon
3892
Coty
COTY
$2.06B
$1.73K ﹤0.01%
560
-421
NXDR
3893
Nextdoor Holdings
NXDR
$605M
$1.72K ﹤0.01%
821
-1
BMRC icon
3894
Bank of Marin Bancorp
BMRC
$389M
$1.69K ﹤0.01%
65
+21
LPRO icon
3895
Open Lending Corp
LPRO
$158M
$1.69K ﹤0.01%
1,087
-219
NIQ
3896
NIQ Global Intelligence PLC
NIQ
$3.58B
$1.68K ﹤0.01%
+102
SLDB icon
3897
Solid Biosciences
SLDB
$637M
$1.68K ﹤0.01%
298
NPKI
3898
NPK International
NPKI
$1.18B
$1.68K ﹤0.01%
141
+33
EBC icon
3899
Eastern Bankshares
EBC
$4.22B
$1.68K ﹤0.01%
91
+52
PRK icon
3900
Park National Corp
PRK
$2.87B
$1.67K ﹤0.01%
11
-1