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
ICF icon
2426
iShares Select U.S. REIT ETF
ICF
$2.03B
$33.3K ﹤0.01%
558
VCRB icon
2427
Vanguard Core Bond ETF
VCRB
$6.19B
$33.3K ﹤0.01%
427
-13
KFY icon
2428
Korn Ferry
KFY
$3.17B
$33.2K ﹤0.01%
503
+206
GLBE icon
2429
Global E Online
GLBE
$5.9B
$33.2K ﹤0.01%
844
-215
AVT icon
2430
Avnet
AVT
$4.89B
$33.2K ﹤0.01%
690
+107
TILE icon
2431
Interface
TILE
$1.6B
$33.1K ﹤0.01%
1,186
+12
LPSN icon
2432
LivePerson
LPSN
$31M
$33.1K ﹤0.01%
5,333
+5,000
CMA
2433
DELISTED
Comerica
CMA
$33K ﹤0.01%
380
CENTA icon
2434
Central Garden & Pet Co Class A
CENTA
$2B
$33K ﹤0.01%
1,131
+752
SCCO icon
2435
Southern Copper
SCCO
$141B
$33K ﹤0.01%
232
+162
FLO icon
2436
Flowers Foods
FLO
$1.86B
$32.9K ﹤0.01%
3,025
+1,768
CTRE icon
2437
CareTrust REIT
CTRE
$8.94B
$32.9K ﹤0.01%
910
-6
FPX icon
2438
First Trust US Equity Opportunities ETF
FPX
$1.16B
$32.7K ﹤0.01%
200
-155
LAES icon
2439
SEALSQ Corp
LAES
$691M
$32.7K ﹤0.01%
8,645
+2,945
BTCI
2440
NEOS Bitcoin High Income ETF
BTCI
$952M
$32.6K ﹤0.01%
741
+573
NKLR
2441
Terra Innovatum Global N.V.
NKLR
$459M
$32.6K ﹤0.01%
+7,050
LNTH icon
2442
Lantheus
LNTH
$5.14B
$32.5K ﹤0.01%
488
-1,934
NMIH icon
2443
NMI Holdings
NMIH
$2.84B
$32.5K ﹤0.01%
796
+521
SMLF icon
2444
iShares US Small Cap Equity Factor ETF
SMLF
$3.26B
$32.4K ﹤0.01%
433
+362
WEN icon
2445
Wendy's
WEN
$1.36B
$32.3K ﹤0.01%
3,880
-884
HAP icon
2446
VanEck Natural Resources ETF
HAP
$282M
$32.3K ﹤0.01%
+537
ENVA icon
2447
Enova International
ENVA
$3.35B
$32.2K ﹤0.01%
205
-48
UFCS icon
2448
United Fire Group
UFCS
$941M
$32.2K ﹤0.01%
885
+264
CYTK icon
2449
Cytokinetics
CYTK
$7.4B
$32.2K ﹤0.01%
506
+48
VAC icon
2450
Marriott Vacations Worldwide
VAC
$2.23B
$32.1K ﹤0.01%
556
-27
96 97
98
99 100