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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.69M 0.07%
1,119
227
$1.69M 0.07%
15,598
+14,213
228
$1.67M 0.07%
96,119
+3,496
229
$1.66M 0.07%
16,349
+38
230
$1.65M 0.07%
43,460
+11,844
231
$1.64M 0.07%
24,032
+1,768
232
$1.64M 0.07%
29,689
-118,815
233
$1.63M 0.07%
35,240
+2,183
234
$1.63M 0.07%
7,520
+669
235
$1.61M 0.07%
9,985
+5,003
236
$1.6M 0.06%
26,239
+1,197
237
$1.59M 0.06%
42,086
+6,553
238
$1.59M 0.06%
9,925
-276
239
$1.59M 0.06%
13,557
-1,513
240
$1.58M 0.06%
30,527
+11,293
241
$1.58M 0.06%
16,296
+2,053
242
$1.58M 0.06%
57,558
+1,846
243
$1.57M 0.06%
7,207
+1,106
244
$1.55M 0.06%
3,700
+1,299
245
$1.55M 0.06%
16,958
-2,227
246
$1.52M 0.06%
6,838
+331
247
$1.5M 0.06%
19,226
-1,284
248
$1.49M 0.06%
12,896
+981
249
$1.49M 0.06%
8,535
+2,672
250
$1.48M 0.06%
24,747
-294
8 9
10
11 12