IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.85B
AUM Growth
+$334M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,198
New
Increased
Reduced
Closed

Top Sells

1 +$23.7M
2 +$11M
3 +$10M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$8.95M
5
VTV icon
Vanguard Value ETF
VTV
+$7.79M

Sector Composition

1 Technology 11.72%
2 Financials 4.45%
3 Consumer Discretionary 3.39%
4 Industrials 3.22%
5 Healthcare 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
UTZ icon
4251
Utz Brands
UTZ
$961M
$377 ﹤0.01%
31
+19
AIN icon
4252
Albany International
AIN
$1.68B
$373 ﹤0.01%
+7
JPUS
4253
JPMorgan Diversified Return US Equity ETF
JPUS
$415M
$372 ﹤0.01%
3
AVDX
4254
DELISTED
AvidXchange
AVDX
$368 ﹤0.01%
+37
LION icon
4255
Lionsgate Studios
LION
$2.62B
$366 ﹤0.01%
53
-31
EPM icon
4256
Evolution Petroleum
EPM
$144M
$366 ﹤0.01%
76
-3,085
SEAT icon
4257
Vivid Seats
SEAT
$74.4M
$366 ﹤0.01%
22
+21
CCC
4258
CCC Intelligent Solutions
CCC
$3.7B
$364 ﹤0.01%
40
-111
VSTM icon
4259
Verastem
VSTM
$502M
$362 ﹤0.01%
+41
CTRI icon
4260
Centuri Holdings
CTRI
$2.88B
$360 ﹤0.01%
17
ATFV icon
4261
Alger 35 ETF
ATFV
$120M
$355 ﹤0.01%
10
PCYO icon
4262
Pure Cycle
PCYO
$269M
$354 ﹤0.01%
+32
CENX icon
4263
Century Aluminum
CENX
$4.89B
$352 ﹤0.01%
+12
HPP
4264
Hudson Pacific Properties
HPP
$442M
$351 ﹤0.01%
18
+2
MDV
4265
Modiv Industrial
MDV
$157M
$351 ﹤0.01%
+24
QHDG
4266
Innovator Hedged Nasdaq-100 ETF
QHDG
$2.98M
$350 ﹤0.01%
12
-5
BFIN
4267
DELISTED
BankFinancial
BFIN
$349 ﹤0.01%
+29
RXT icon
4268
Rackspace Technology
RXT
$110M
$348 ﹤0.01%
247
+215
CNNE icon
4269
Cannae Holdings
CNNE
$736M
$348 ﹤0.01%
+19
CIVB icon
4270
Civista Bancshares
CIVB
$515M
$345 ﹤0.01%
17
-21
RELY icon
4271
Remitly
RELY
$2.72B
$342 ﹤0.01%
21
-76
UHAL icon
4272
U-Haul Holding Co
UHAL
$9.48B
$342 ﹤0.01%
6
-9
HL icon
4273
Hecla Mining
HL
$15.3B
$339 ﹤0.01%
28
-7
WSC icon
4274
WillScot Mobile Mini Holdings
WSC
$4.05B
$338 ﹤0.01%
+16
FBLA
4275
FB Bancorp
FBLA
$224M
$337 ﹤0.01%
+28