IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
+$361M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,247
New
Increased
Reduced
Closed

Top Sells

1 +$23.7M
2 +$11.7M
3 +$11M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$10M
5
ALK icon
Alaska Air
ALK
+$8.98M

Sector Composition

1 Technology 11.75%
2 Financials 4.5%
3 Consumer Discretionary 3.45%
4 Healthcare 3.3%
5 Industrials 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EGO icon
2301
Eldorado Gold
EGO
$6.96B
$37.6K ﹤0.01%
1,302
TAP icon
2302
Molson Coors Class B
TAP
$9.43B
$37.6K ﹤0.01%
787
+451
BRBR icon
2303
BellRing Brands
BRBR
$3.5B
$37.6K ﹤0.01%
1,034
+573
MTZ icon
2304
MasTec
MTZ
$16.9B
$37.5K ﹤0.01%
176
+2
ITM icon
2305
VanEck Intermediate Muni ETF
ITM
$2.1B
$37.4K ﹤0.01%
802
VIV icon
2306
Telefônica Brasil
VIV
$19.2B
$37.3K ﹤0.01%
2,927
-49
NXST icon
2307
Nexstar Media Group
NXST
$6.2B
$37.1K ﹤0.01%
143
-9
JPME icon
2308
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$384M
$37.1K ﹤0.01%
342
+25
VGM icon
2309
Invesco Trust Investment Grade Municipals
VGM
$558M
$37.1K ﹤0.01%
3,667
+20
XTAP icon
2310
Innovator US Equity Accelerated Plus ETF April
XTAP
$22.2M
$37.1K ﹤0.01%
936
+27
SNAP icon
2311
Snap
SNAP
$13.1B
$37.1K ﹤0.01%
1,600
-231
IHF icon
2312
iShares US Healthcare Providers ETF
IHF
$753M
$37K ﹤0.01%
750
FCG icon
2313
First Trust Natural Gas ETF
FCG
$437M
$37K ﹤0.01%
1,575
-1,500
FIVE icon
2314
Five Below
FIVE
$10B
$37K ﹤0.01%
211
+15
FL
2315
DELISTED
Foot Locker
FL
$36.9K ﹤0.01%
1,225
-51
AVT icon
2316
Avnet
AVT
$3.95B
$36.8K ﹤0.01%
462
+171
HGTY icon
2317
Hagerty
HGTY
$1.31B
$36.7K ﹤0.01%
3,050
+50
GXO icon
2318
GXO Logistics
GXO
$6.09B
$36.7K ﹤0.01%
299
+283
ILTB icon
2319
iShares Core 10+ Year USD Bond ETF
ILTB
$598M
$36.6K ﹤0.01%
725
CALM icon
2320
Cal-Maine
CALM
$4.17B
$36.5K ﹤0.01%
378
+139
TPL icon
2321
Texas Pacific Land
TPL
$20.6B
$36.4K ﹤0.01%
29
-16
ALV icon
2322
Autoliv
ALV
$9.13B
$36.3K ﹤0.01%
204
+107
KBA icon
2323
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$227M
$36.3K ﹤0.01%
1,208
+987
COLD icon
2324
Americold
COLD
$3.53B
$36.3K ﹤0.01%
1,258
+850
STAG icon
2325
STAG Industrial
STAG
$6.97B
0