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
STOK icon
4651
Stoke Therapeutics
STOK
$2.01B
$163 ﹤0.01%
5
DH icon
4652
Definitive Healthcare
DH
$107M
$160 ﹤0.01%
130
+35
IART icon
4653
Integra LifeSciences
IART
$824M
$160 ﹤0.01%
17
+10
LAW icon
4654
CS Disco
LAW
$262M
$160 ﹤0.01%
42
-1
ACTG icon
4655
Acacia Research
ACTG
$469M
$159 ﹤0.01%
33
CLDX icon
4656
Celldex Therapeutics
CLDX
$2.61B
$159 ﹤0.01%
5
OSG
4657
Octave Specialty Group
OSG
$207M
$158 ﹤0.01%
34
+3
BIOA
4658
BioAge Labs
BIOA
$757M
$157 ﹤0.01%
9
ZGN icon
4659
Zegna
ZGN
$3.21B
$156 ﹤0.01%
15
-4
LENZ
4660
LENZ Therapeutics
LENZ
$294M
$156 ﹤0.01%
+17
CVKD icon
4661
Cadrenal Therapeutics
CVKD
$13.8M
$154 ﹤0.01%
30
AMRC icon
4662
Ameresco
AMRC
$1.48B
$153 ﹤0.01%
6
USAU icon
4663
US Gold Corp
USAU
$267M
$152 ﹤0.01%
+10
HLMN icon
4664
Hillman Solutions
HLMN
$1.73B
$150 ﹤0.01%
18
-2
IBTA icon
4665
Ibotta
IBTA
$834M
$150 ﹤0.01%
5
+1
MSTZ
4666
T-Rex 2X Inverse MSTR Daily Target ETF
MSTZ
$63.6M
$150 ﹤0.01%
+12
IMVT icon
4667
Immunovant
IMVT
$5.82B
$149 ﹤0.01%
6
OABI icon
4668
OmniAb
OABI
$211M
$149 ﹤0.01%
+95
RGP icon
4669
Resources Connection
RGP
$139M
$149 ﹤0.01%
40
-54
AGM icon
4670
Federal Agricultural Mortgage
AGM
$1.88B
$148 ﹤0.01%
1
-1
SAMG icon
4671
Silvercrest Asset Management
SAMG
$103M
$148 ﹤0.01%
11
-2
ORKA
4672
Oruka Therapeutics
ORKA
$3.47B
$147 ﹤0.01%
3
FCCO icon
4673
First Community Corp
FCCO
$283M
$146 ﹤0.01%
5
OM icon
4674
Outset Medical
OM
$82.8M
$146 ﹤0.01%
38
-55
PRTA icon
4675
Prothena Corp
PRTA
$579M
$146 ﹤0.01%
15