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
ATEN icon
4101
A10 Networks
ATEN
$1.31B
-12
MRUS icon
4102
Merus
MRUS
$7.34B
-2
OLP
4103
One Liberty Properties
OLP
$462M
$1.31K ﹤0.01%
+43
HTB
4104
HomeTrust Bancshares
HTB
$796M
$1.31K ﹤0.01%
+31
PHR icon
4105
Phreesia
PHR
$989M
$1.31K ﹤0.01%
+46
SMAX
4106
iShares Large Cap Max Buffer Sep ETF
SMAX
$117M
$1.3K ﹤0.01%
+50
MJ icon
4107
Amplify Alternative Harvest ETF
MJ
$178M
$1.29K ﹤0.01%
72
-36
JANX icon
4108
Janux Therapeutics
JANX
$844M
$1.29K ﹤0.01%
56
+55
RAMP icon
4109
LiveRamp
RAMP
$1.9B
-7
MMAX
4110
iShares Large Cap Max Buffer Mar ETF
MMAX
$33.9M
$1.28K ﹤0.01%
+50
OPRX icon
4111
OptimizeRx
OPRX
$254M
0
WEAV icon
4112
Weave Communications
WEAV
$552M
-8
AGL icon
4113
Agilon Health
AGL
$290M
$1.28K ﹤0.01%
555
+502
LCII icon
4114
LCI Industries
LCII
$2.95B
$1.28K ﹤0.01%
14
-300
TTEC icon
4115
TTEC Holdings
TTEC
$180M
$1.27K ﹤0.01%
35
-81
TCBX icon
4116
Third Coast Bancshares
TCBX
$576M
$1.27K ﹤0.01%
+1
SNDL icon
4117
Sundial Growers
SNDL
$525M
$1.27K ﹤0.01%
+1,050
XPEV icon
4118
XPeng
XPEV
$17.7B
$1.27K ﹤0.01%
71
-30
WD icon
4119
Walker & Dunlop
WD
$2.1B
0
GBTG icon
4120
American Express Global Business Travel
GBTG
$4.14B
$1.27K ﹤0.01%
+25
CSTL icon
4121
Castle Biosciences
CSTL
$1.16B
$1.27K ﹤0.01%
+36
IIIN icon
4122
Insteel Industries
IIIN
$640M
$1.26K ﹤0.01%
16
-1
STGW icon
4123
Stagwell
STGW
$1.34B
0
JHX icon
4124
James Hardie Industries
JHX
$11.8B
$1.26K ﹤0.01%
47
+28
NVR icon
4125
NVR
NVR
$20.7B
0