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
CBAN icon
4276
Colony Bankcorp
CBAN
$419M
$517 ﹤0.01%
29
LBRT icon
4277
Liberty Energy
LBRT
$4.59B
$517 ﹤0.01%
28
-247
HPP
4278
Hudson Pacific Properties
HPP
$356M
$516 ﹤0.01%
171
+153
HTLD icon
4279
Heartland Express
HTLD
$777M
$515 ﹤0.01%
57
-140
ALRM icon
4280
Alarm.com
ALRM
$2.43B
$510 ﹤0.01%
10
-6
XDOC
4281
DELISTED
Innovator US Equity Accelerated ETF October
XDOC
$509 ﹤0.01%
15
AMTB icon
4282
Amerant Bancorp
AMTB
$861M
$507 ﹤0.01%
26
-7
BZH icon
4283
Beazer Homes USA
BZH
$641M
$507 ﹤0.01%
25
-81
EB icon
4284
Eventbrite
EB
$453M
$507 ﹤0.01%
114
-651
BEKE icon
4285
KE Holdings
BEKE
$19B
$504 ﹤0.01%
32
MAGN
4286
Magnera Corp
MAGN
$408M
$500 ﹤0.01%
33
-2
RAMP icon
4287
LiveRamp
RAMP
$1.83B
$499 ﹤0.01%
17
OEC icon
4288
Orion
OEC
$277M
$486 ﹤0.01%
92
-48
WS icon
4289
Worthington Steel
WS
$1.84B
$485 ﹤0.01%
14
SPNS
4290
DELISTED
Sapiens International
SPNS
$478 ﹤0.01%
11
CWH icon
4291
Camping World
CWH
$441M
$477 ﹤0.01%
49
-155
KMTS
4292
Kestra Medical Technologies
KMTS
$1.3B
$477 ﹤0.01%
18
RGP icon
4293
Resources Connection
RGP
$120M
$474 ﹤0.01%
94
+93
STNE icon
4294
StoneCo
STNE
$3.51B
$473 ﹤0.01%
32
CENX icon
4295
Century Aluminum
CENX
$5.3B
$470 ﹤0.01%
12
HRTX icon
4296
Heron Therapeutics
HRTX
$186M
$469 ﹤0.01%
361
-155
RBBN icon
4297
Ribbon Communications
RBBN
$395M
$469 ﹤0.01%
163
-70
COSO
4298
CoastalSouth Bancshares
COSO
$291M
$465 ﹤0.01%
+20
ONTF icon
4299
ON24
ONTF
$342M
$462 ﹤0.01%
58
-35
SHEN icon
4300
Shenandoah Telecom
SHEN
$813M
$462 ﹤0.01%
40
-145