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
BBIO icon
3901
BridgeBio Pharma
BBIO
$14.4B
$1.99K ﹤0.01%
44
+30
NCMI icon
3902
National CineMedia
NCMI
$367M
-28
WKSP icon
3903
Worksport
WKSP
$18.7M
$1.98K ﹤0.01%
700
-7,000
BBSC icon
3904
JPMorgan BetaBuilders US Small Cap Equity ETF
BBSC
$605M
$1.98K ﹤0.01%
30
+3
GOLD
3905
Gold.com, Inc.
GOLD
$823M
$1.97K ﹤0.01%
+77
MEG icon
3906
Montrose Environmental
MEG
$933M
$1.97K ﹤0.01%
+90
TMF icon
3907
Direxion Daily 20+ Year Treasury Bull 3X Shares
TMF
$4.05B
$1.96K ﹤0.01%
+50
OLMA icon
3908
Olema Pharmaceuticals
OLMA
$2.24B
0
SNCY icon
3909
Sun Country Airlines
SNCY
$776M
$1.95K ﹤0.01%
166
+161
NN icon
3910
NextNav
NN
$2.27B
0
TARS icon
3911
Tarsus Pharmaceuticals
TARS
$3.35B
$1.95K ﹤0.01%
48
+47
WT icon
3912
WisdomTree
WT
$1.73B
$1.95K ﹤0.01%
169
+151
DNTH icon
3913
Dianthus Therapeutics
DNTH
$1.83B
0
HZO icon
3914
MarineMax
HZO
$539M
0
MMI icon
3915
Marcus & Millichap
MMI
$1.07B
0
AMAL icon
3916
Amalgamated Financial
AMAL
$981M
$1.93K ﹤0.01%
22
+9
HDSN icon
3917
Hudson Technologies
HDSN
$304M
0
WASH icon
3918
Washington Trust Bancorp
WASH
$577M
$1.92K ﹤0.01%
+68
FCBC icon
3919
First Community Bankshares
FCBC
$630M
0
HSDT icon
3920
Solana Company
HSDT
$122M
$1.91K ﹤0.01%
167
+160
PXJ icon
3921
Invesco Oil & Gas Services ETF
PXJ
$26.6M
$1.9K ﹤0.01%
80
PRAX icon
3922
Praxis Precision Medicines
PRAX
$6.85B
-1
IMXI icon
3923
International Money Express
IMXI
$456M
$1.89K ﹤0.01%
+151
OMCL icon
3924
Omnicell
OMCL
$2.1B
$1.88K ﹤0.01%
64
+59
PARR icon
3925
Par Pacific Holdings
PARR
$1.89B
$1.88K ﹤0.01%
49
+21