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
FUTU icon
3976
Futu Holdings
FUTU
$21.3B
$1.31K ﹤0.01%
+8
MMAX
3977
iShares Large Cap Max Buffer Mar ETF
MMAX
$33.9M
$1.31K ﹤0.01%
50
WIT icon
3978
Wipro
WIT
$24.8B
$1.31K ﹤0.01%
461
-717
PACS icon
3979
PACS Group
PACS
$5.41B
$1.3K ﹤0.01%
34
-18
ACLX icon
3980
Arcellx
ACLX
$6.69B
$1.3K ﹤0.01%
20
+16
EFC
3981
Ellington Financial
EFC
$1.5B
$1.3K ﹤0.01%
96
-12
FNWD icon
3982
Finward Bancorp
FNWD
$161M
$1.3K ﹤0.01%
37
+28
SMBK icon
3983
SmartFinancial
SMBK
$648M
$1.29K ﹤0.01%
35
EXPI icon
3984
eXp World Holdings
EXPI
$968M
$1.29K ﹤0.01%
143
SFIX icon
3985
Stitch Fix
SFIX
$454M
$1.29K ﹤0.01%
246
+155
ZAPR
3986
Innovator Equity Defined Protection ETF - 1 Yr April
ZAPR
$36.4M
$1.29K ﹤0.01%
50
ACI icon
3987
Albertsons Companies
ACI
$8.45B
$1.29K ﹤0.01%
75
-21,355
AEF
3988
abrdn Emerging Markets Equity Income Fund
AEF
$318M
$1.27K ﹤0.01%
182
FLUX icon
3989
Flux Power
FLUX
$30.5M
$1.27K ﹤0.01%
1,000
GCBC icon
3990
Greene County Bancorp
GCBC
$378M
$1.27K ﹤0.01%
57
+18
CRSR icon
3991
Corsair Gaming
CRSR
$608M
$1.26K ﹤0.01%
212
-13
RBB icon
3992
RBB Bancorp
RBB
$356M
$1.26K ﹤0.01%
61
-1
MOV icon
3993
Movado Group
MOV
$515M
$1.26K ﹤0.01%
61
-30
CENT icon
3994
Central Garden & Pet Co
CENT
$2.29B
$1.25K ﹤0.01%
39
+26
GSHD icon
3995
Goosehead Insurance
GSHD
$1.09B
$1.25K ﹤0.01%
17
+7
SNFCA icon
3996
Security National Financial
SNFCA
$227M
$1.25K ﹤0.01%
139
+7
PLBC icon
3997
Plumas Bancorp
PLBC
$341M
$1.25K ﹤0.01%
28
+15
BPRN icon
3998
Princeton Bancorp
BPRN
$225M
$1.25K ﹤0.01%
36
+14
JMIA
3999
Jumia Technologies
JMIA
$969M
$1.25K ﹤0.01%
100
ATMU icon
4000
Atmus Filtration Technologies
ATMU
$4.74B
$1.25K ﹤0.01%
24