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
RZLV
4576
Rezolve AI
RZLV
$1.04B
$246 ﹤0.01%
96
+85
ANVS icon
4577
Annovis Bio
ANVS
$60.1M
$245 ﹤0.01%
110
-100
FLSP icon
4578
Franklin Systematic Style Premia ETF
FLSP
$736M
$245 ﹤0.01%
+9
EXFY icon
4579
Expensify
EXFY
$93.3M
$245 ﹤0.01%
282
+210
AROC icon
4580
Archrock
AROC
$6.54B
$244 ﹤0.01%
7
-53
INMB icon
4581
INmune Bio
INMB
$37M
$237 ﹤0.01%
210
+15
TSBK icon
4582
Timberland Bancorp
TSBK
$320M
$237 ﹤0.01%
6
-1
IE icon
4583
Ivanhoe Electric
IE
$2.15B
$236 ﹤0.01%
20
-2,980
SEAT icon
4584
Vivid Seats
SEAT
$73.2M
$236 ﹤0.01%
40
+20
BGC icon
4585
BGC Group
BGC
$5.34B
$235 ﹤0.01%
24
-2
HFWA icon
4586
Heritage Financial
HFWA
$1.09B
$234 ﹤0.01%
9
-2
STVN icon
4587
Stevanato
STVN
$4.42B
$234 ﹤0.01%
17
WLK icon
4588
Westlake Corp
WLK
$14.2B
$234 ﹤0.01%
2
-38
DOUG icon
4589
Douglas Elliman
DOUG
$173M
$233 ﹤0.01%
142
+139
AMAL icon
4590
Amalgamated Financial
AMAL
$1.21B
$233 ﹤0.01%
6
-1
ALTI icon
4591
AlTi Global
ALTI
$410M
$232 ﹤0.01%
64
+30
KOD icon
4592
Kodiak Sciences
KOD
$2.77B
$229 ﹤0.01%
6
LFVN icon
4593
LifeVantage
LFVN
$65M
$229 ﹤0.01%
53
-350
CTEV
4594
Claritev Corp
CTEV
$404M
$229 ﹤0.01%
14
+11
FVCB icon
4595
FVCBankcorp
FVCB
$282M
$228 ﹤0.01%
15
-2
FSP
4596
Franklin Street Properties
FSP
$69.1M
$227 ﹤0.01%
341
+222
SIBN icon
4597
SI-BONE Inc
SIBN
$597M
$227 ﹤0.01%
18
+9
ARCT icon
4598
Arcturus Therapeutics
ARCT
$244M
$224 ﹤0.01%
29
+25
CPF icon
4599
Central Pacific Financial
CPF
$899M
$224 ﹤0.01%
7
BTBT icon
4600
Bit Digital
BTBT
$529M
$221 ﹤0.01%
+169