IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
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
FRBA icon
3901
First Bank
FRBA
$415M
$1.66K ﹤0.01%
101
+3
ZLAB icon
3902
Zai Lab
ZLAB
$2.57B
$1.66K ﹤0.01%
94
KROS icon
3903
Keros Therapeutics
KROS
$228M
$1.65K ﹤0.01%
81
+52
INGM
3904
Ingram Micro Holding
INGM
$7.03B
$1.64K ﹤0.01%
77
+9
HELP
3905
Cybin Inc
HELP
$280M
$1.64K ﹤0.01%
200
HY icon
3906
Hyster-Yale Materials Handling
HY
$720M
$1.63K ﹤0.01%
55
-3
HTB
3907
HomeTrust Bancshares
HTB
$750M
$1.63K ﹤0.01%
38
CCOR icon
3908
Core Alternative Capital
CCOR
$30.5M
$1.63K ﹤0.01%
62
EPC icon
3909
Edgewell Personal Care
EPC
$1.09B
$1.62K ﹤0.01%
+95
TRST
3910
Trustco Bank Corp NY
TRST
$808M
$1.61K ﹤0.01%
39
BRF icon
3911
VanEck Brazil Small-Cap ETF
BRF
$25.8M
$1.6K ﹤0.01%
100
CMDT icon
3912
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$782M
$1.6K ﹤0.01%
+58
SOLT
3913
2x Solana ETF
SOLT
$151M
$1.59K ﹤0.01%
13
-175
AMRN
3914
Amarin Corp
AMRN
$300M
$1.59K ﹤0.01%
114
+35
MRBK icon
3915
Meridian
MRBK
$219M
$1.58K ﹤0.01%
90
+86
PFSI icon
3916
PennyMac Financial
PFSI
$4.75B
$1.58K ﹤0.01%
12
-12
BMI icon
3917
Badger Meter
BMI
$3.56B
$1.57K ﹤0.01%
9
-247
AMRZ
3918
Amrize Ltd
AMRZ
$31.9B
$1.57K ﹤0.01%
29
+5
OI icon
3919
O-I Glass
OI
$1.64B
$1.56K ﹤0.01%
106
-13
CYH icon
3920
Community Health Systems
CYH
$383M
$1.56K ﹤0.01%
501
+204
BANC icon
3921
Banc of California
BANC
$2.9B
$1.56K ﹤0.01%
81
+9
AROC icon
3922
Archrock
AROC
$6.54B
$1.56K ﹤0.01%
60
+32
ANIX icon
3923
Anixa Biosciences
ANIX
$102M
$1.56K ﹤0.01%
500
CNXN icon
3924
PC Connection
CNXN
$1.62B
$1.56K ﹤0.01%
27
-22
INVA icon
3925
Innoviva
INVA
$1.75B
$1.56K ﹤0.01%
78
+74