IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.82B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,221
New
Increased
Reduced
Closed

Top Buys

1 +$21.4M
2 +$20.6M
3 +$15.9M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$13.8M
5
AAPL icon
Apple
AAPL
+$13.7M

Sector Composition

1 Technology 12.07%
2 Communication Services 4.19%
3 Financials 4.06%
4 Industrials 3.89%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRI icon
4476
Carter's
CRI
$1.37B
$393 ﹤0.01%
11
+4
OLPX icon
4477
Olaplex Holdings
OLPX
$1.37B
$392 ﹤0.01%
193
+115
JPUS
4478
JPMorgan Diversified Return US Equity ETF
JPUS
$439M
$391 ﹤0.01%
3
CURV icon
4479
Torrid Holdings
CURV
$182M
$390 ﹤0.01%
219
+196
RCUS icon
4480
Arcus Biosciences
RCUS
$3.2B
$389 ﹤0.01%
18
FMAO icon
4481
Farmers & Merchants Bancorp
FMAO
$366M
$385 ﹤0.01%
15
-14
GETY icon
4482
Getty Images
GETY
$373M
$383 ﹤0.01%
483
+444
RNAC icon
4483
Cartesian Therapeutics
RNAC
$179M
$381 ﹤0.01%
+62
SKIN icon
4484
The Beauty Health Co
SKIN
$109M
$381 ﹤0.01%
428
+270
PLOW icon
4485
Douglas Dynamics
PLOW
$1.07B
$379 ﹤0.01%
9
NEO icon
4486
NeoGenomics
NEO
$1.08B
$378 ﹤0.01%
51
+13
LLYVK icon
4487
Liberty Live Group Series C
LLYVK
$8.61B
$376 ﹤0.01%
4
-8
WOLF icon
4488
Wolfspeed
WOLF
$1.51B
$375 ﹤0.01%
23
-30
FRST icon
4489
Primis Financial Corp
FRST
$355M
$372 ﹤0.01%
28
-30
EE icon
4490
Excelerate Energy
EE
$3.85B
$368 ﹤0.01%
11
-997
VMD icon
4491
Viemed Healthcare
VMD
$373M
$368 ﹤0.01%
40
+5
SKYW icon
4492
Skywest
SKYW
$3.46B
$367 ﹤0.01%
4
-7
JELD icon
4493
JELD-WEN Holding
JELD
$126M
$365 ﹤0.01%
294
-97
KRO icon
4494
KRONOS Worldwide
KRO
$819M
$361 ﹤0.01%
55
-1,976
PSFE icon
4495
Paysafe
PSFE
$446M
$361 ﹤0.01%
53
+34
SMTI icon
4496
Sanara MedTech
SMTI
$176M
$361 ﹤0.01%
21
+19
KN icon
4497
Knowles
KN
$2.62B
$360 ﹤0.01%
14
-1
BHR
4498
Braemar Hotels & Resorts
BHR
$164M
$359 ﹤0.01%
152
+143
KMTS
4499
Kestra Medical Technologies
KMTS
$1.31B
$359 ﹤0.01%
18
BIRK icon
4500
Birkenstock
BIRK
$7.25B
$358 ﹤0.01%
10
-11