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
WOOF icon
4451
Petco
WOOF
$655M
$228 ﹤0.01%
81
+11
CRI icon
4452
Carter's
CRI
$1.24B
$227 ﹤0.01%
7
-10
FWRG icon
4453
First Watch Restaurant Group
FWRG
$765M
$226 ﹤0.01%
+15
KLTR icon
4454
Kaltura
KLTR
$203M
$226 ﹤0.01%
138
+42
CRD.A icon
4455
Crawford & Co Class A
CRD.A
$482M
$225 ﹤0.01%
20
-1
AMAL icon
4456
Amalgamated Financial
AMAL
$1.13B
$224 ﹤0.01%
7
-32
BSTP icon
4457
Innovator Buffer Step-Up Strategy ETF
BSTP
$56.4M
$223 ﹤0.01%
6
ARRY icon
4458
Array Technologies
ARRY
$1.08B
$221 ﹤0.01%
24
GLIBA
4459
GCI Liberty Inc Series A
GLIBA
$1.48B
$221 ﹤0.01%
6
+1
SKIN icon
4460
The Beauty Health Co
SKIN
$144M
$220 ﹤0.01%
158
+132
USNG
4461
Amplify Samsung U.S. Natural Gas Infrastructure ETF
USNG
$5.57M
$220 ﹤0.01%
+8
CPF icon
4462
Central Pacific Financial
CPF
$817M
$218 ﹤0.01%
7
ASUR icon
4463
Asure Software
ASUR
$265M
$217 ﹤0.01%
23
-1
SH icon
4464
ProShares Short S&P500
SH
$1.19B
$216 ﹤0.01%
6
+3
BLZE icon
4465
Backblaze
BLZE
$224M
$214 ﹤0.01%
46
+1
SKIL icon
4466
Skillsoft
SKIL
$36.3M
$214 ﹤0.01%
23
+7
WEST icon
4467
Westrock Coffee
WEST
$391M
$212 ﹤0.01%
52
-104
ARDT
4468
Ardent Health
ARDT
$1.29B
$212 ﹤0.01%
24
-22
STRZ
4469
Starz Entertainment Corp
STRZ
$258M
$211 ﹤0.01%
18
+13
OPTU
4470
Optimum Communications Inc
OPTU
$701M
$210 ﹤0.01%
127
-89
DC icon
4471
Dakota Gold
DC
$810M
$210 ﹤0.01%
37
NXXT
4472
NextNRG Inc
NXXT
$71.9M
$210 ﹤0.01%
145
+44
EPM icon
4473
Evolution Petroleum
EPM
$164M
$209 ﹤0.01%
59
-17
GOGO icon
4474
Gogo Inc
GOGO
$624M
$205 ﹤0.01%
44
-24
CVKD icon
4475
Cadrenal Therapeutics
CVKD
$18.7M
$203 ﹤0.01%
30