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
$3.74B
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,005
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$14.3M
3
+$13.8M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.5M
5
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$13.5M

Top Sells

1
+$37.6M
2
+$15.7M
3
+$13.1M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.98M
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$8.89M

Sector Composition

1 Communication Services 9.24%
2 Consumer Discretionary 5.23%
3 Technology 4.89%
4 Financials 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.41M 0.09%
39,774
-30,840
227
$3.39M 0.09%
82,549
+2,099
228
$3.37M 0.09%
23,481
-2,773
229
$3.35M 0.09%
14,405
+14,184
230
$3.35M 0.09%
224,989
-45,202
231
$3.34M 0.09%
71,817
+1,925
232
$3.32M 0.09%
38,939
-342
233
$3.32M 0.09%
94,132
+26,650
234
$3.31M 0.09%
54,630
-16,130
235
$3.31M 0.09%
133,275
-8,997
236
$3.25M 0.09%
139,142
+130,962
237
$3.25M 0.09%
30,771
+20,074
238
$3.25M 0.09%
12,863
-35,587
239
$3.24M 0.09%
162,056
+159,683
240
$3.23M 0.09%
+128,971
241
$3.23M 0.09%
42,879
-4,355
242
$3.21M 0.09%
129,069
-36,059
243
$3.21M 0.09%
67,986
-7,405
244
$3.19M 0.09%
151,834
+82,600
245
$3.18M 0.08%
128,691
-22,340
246
$3.17M 0.08%
64,189
-723
247
$3.15M 0.08%
64,569
-2,561
248
$3.13M 0.08%
17,769
+5,055
249
$3.11M 0.08%
275,260
-25,561
250
$3.1M 0.08%
46,850
-13,660
8 9
10
11 12