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
AMCX icon
4601
AMC Networks
AMCX
$339M
$95 ﹤0.01%
10
+4
EDIT icon
4602
Editas Medicine
EDIT
$259M
$94 ﹤0.01%
46
-8
BTCW icon
4603
WisdomTree Bitcoin Fund
BTCW
$110M
$93 ﹤0.01%
1
DVAX
4604
DELISTED
Dynavax Technologies
DVAX
$92 ﹤0.01%
6
DXLG icon
4605
Destination XL Group
DXLG
$26.6M
$92 ﹤0.01%
+100
XNCR icon
4606
Xencor
XNCR
$893M
$92 ﹤0.01%
6
-12
IBTA icon
4607
Ibotta
IBTA
$557M
$91 ﹤0.01%
4
+1
RAPP
4608
Rapport Therapeutics
RAPP
$1.45B
$91 ﹤0.01%
3
ORKA
4609
Oruka Therapeutics
ORKA
$1.69B
$91 ﹤0.01%
3
COFS icon
4610
Choiceone Financial
COFS
$425M
$89 ﹤0.01%
3
-19
LAR
4611
Lithium Argentina AG
LAR
$1.14B
$89 ﹤0.01%
+16
AFRI icon
4612
Forafric Global
AFRI
$261M
$88 ﹤0.01%
8
BTCO icon
4613
Invesco Galaxy Bitcoin ETF
BTCO
$579M
$87 ﹤0.01%
1
IART icon
4614
Integra LifeSciences
IART
$742M
$87 ﹤0.01%
7
+3
LE icon
4615
Lands' End
LE
$507M
$87 ﹤0.01%
6
MRSN
4616
DELISTED
Mersana Therapeutics
MRSN
$87 ﹤0.01%
3
-612
TTGT icon
4617
TechTarget
TTGT
$256M
$86 ﹤0.01%
16
-80
VTEX icon
4618
VTEX
VTEX
$687M
$86 ﹤0.01%
23
-1
AOMR
4619
Angel Oak Mortgage REIT
AOMR
$211M
$86 ﹤0.01%
10
-3
SNCY icon
4620
Sun Country Airlines
SNCY
$896M
$86 ﹤0.01%
6
-131
ACR
4621
ACRES Commercial Realty
ACR
$138M
$85 ﹤0.01%
4
PKE icon
4622
Park Aerospace
PKE
$548M
$85 ﹤0.01%
4
RGCO icon
4623
RGC Resources
RGCO
$237M
$85 ﹤0.01%
4
-5
AKBA icon
4624
Akebia Therapeutics
AKBA
$364M
$84 ﹤0.01%
52
+9
BFIN
4625
DELISTED
BankFinancial
BFIN
$84 ﹤0.01%
7
-22