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
$3.52B
AUM Growth
+$274M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,107
New
Increased
Reduced
Closed

Top Buys

1 +$22.5M
2 +$16M
3 +$15.7M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$14.1M
5
VTV icon
Vanguard Value ETF
VTV
+$10.3M

Sector Composition

1 Technology 11.79%
2 Financials 4.77%
3 Consumer Discretionary 3.56%
4 Industrials 3.32%
5 Healthcare 3.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CRUS icon
2451
Cirrus Logic
CRUS
$6.18B
$23.8K ﹤0.01%
228
-558
BSMU icon
2452
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$212M
$23.6K ﹤0.01%
1,100
BB icon
2453
BlackBerry
BB
$2.23B
$23.6K ﹤0.01%
5,145
-60
TRI icon
2454
Thomson Reuters
TRI
$58.6B
$23.5K ﹤0.01%
117
+31
PKW icon
2455
Invesco BuyBack Achievers ETF
PKW
$1.54B
$23.5K ﹤0.01%
190
AR icon
2456
Antero Resources
AR
$10.5B
$23.5K ﹤0.01%
583
+195
LVS icon
2457
Las Vegas Sands
LVS
$45.3B
$23.4K ﹤0.01%
238
-166
ATI icon
2458
ATI
ATI
$15.4B
-32
AWR icon
2459
American States Water
AWR
$2.83B
$23.4K ﹤0.01%
305
+106
GRAL
2460
GRAIL Inc
GRAL
$3.55B
$23.3K ﹤0.01%
454
+427
KNSL icon
2461
Kinsale Capital Group
KNSL
$9.29B
-27
HOLX icon
2462
Hologic
HOLX
$16.7B
$23.1K ﹤0.01%
345
+222
SAIA icon
2463
Saia
SAIA
$8.53B
$23.1K ﹤0.01%
50
+18
RPRX icon
2464
Royalty Pharma
RPRX
$16.5B
-326
MSM icon
2465
MSC Industrial Direct
MSM
$4.82B
$23K ﹤0.01%
239
+17
CHX
2466
DELISTED
ChampionX
CHX
$23K ﹤0.01%
925
-3,654
LAES icon
2467
SEALSQ Corp
LAES
$751M
$23K ﹤0.01%
5,700
+700
IFGL icon
2468
iShares International Developed Real Estate ETF
IFGL
$84.2M
$22.9K ﹤0.01%
1,009
PBF icon
2469
PBF Energy
PBF
$3.05B
$22.9K ﹤0.01%
1,057
+70
APRJ icon
2470
Innovator Premium Income 30 Barrier ETF April
APRJ
$33M
$22.9K ﹤0.01%
930
+130
RA
2471
Brookfield Real Assets Income Fund
RA
$712M
$22.9K ﹤0.01%
1,712
AIR icon
2472
AAR Corp
AIR
$3.27B
$22.8K ﹤0.01%
204
-52
CGSD icon
2473
Capital Group Short Duration Income ETF
CGSD
$1.82B
$22.8K ﹤0.01%
879
+10
CGNX icon
2474
Cognex
CGNX
$6.17B
$22.8K ﹤0.01%
718
+645
DOO
2475
Bombardier Recreational Products
DOO
$5.27B
$22.7K ﹤0.01%
469