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
GTX icon
4076
Garrett Motion
GTX
$3.38B
-9
RNST icon
4077
Renasant Corp
RNST
$3.51B
-13
KRNY icon
4078
Kearny Financial
KRNY
$496M
$1.36K ﹤0.01%
+121
COLL icon
4079
Collegium Pharmaceutical
COLL
$1.55B
0
INGM
4080
Ingram Micro Holding
INGM
$5.25B
$1.35K ﹤0.01%
+65
INZY
4081
DELISTED
Inozyme Pharma
INZY
-1
COGT icon
4082
Cogent Biosciences
COGT
$5.95B
-8
BWX icon
4083
SPDR Bloomberg Barclays International Treasury Bond ETF
BWX
$1.33B
$1.35K ﹤0.01%
57
TFII icon
4084
TFI International
TFII
$8.82B
$1.34K ﹤0.01%
15
+8
ELVN icon
4085
Enliven Therapeutics
ELVN
$990M
0
APPN icon
4086
Appian
APPN
$2.71B
$1.34K ﹤0.01%
+45
RUSHA icon
4087
Rush Enterprises Class A
RUSHA
$4.36B
$1.34K ﹤0.01%
26
+20
GRPN icon
4088
Groupon
GRPN
$672M
0
NGVT icon
4089
Ingevity
NGVT
$2.15B
$1.33K ﹤0.01%
+17
BFS
4090
Saul Centers
BFS
$771M
$1.33K ﹤0.01%
+39
FCEL icon
4091
FuelCell Energy
FCEL
$391M
$1.33K ﹤0.01%
237
NXDR
4092
Nextdoor Holdings
NXDR
$816M
$1.33K ﹤0.01%
+801
TRUP icon
4093
Trupanion
TRUP
$1.64B
-1
BIRK icon
4094
Birkenstock
BIRK
$7.46B
0
GROZ
4095
Zacks Focus Growth ETF
GROZ
$52.5M
$1.32K ﹤0.01%
50
+11
FOLD icon
4096
Amicus Therapeutics
FOLD
$4.38B
$1.32K ﹤0.01%
165
-11,546
IPI icon
4097
Intrepid Potash
IPI
$359M
0
DSGX icon
4098
Descartes Systems
DSGX
$7.65B
$1.32K ﹤0.01%
13
OSG
4099
Octave Specialty Group
OSG
$372M
0
PINK icon
4100
Simplify Health Care ETF
PINK
$353M
$1.32K ﹤0.01%
44