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
2476
$2K ﹤0.01%
119
2477
$2K ﹤0.01%
428
-154
2478
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170
2479
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+1,047
2480
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+383
2481
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99
2482
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138
-8
2483
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200
2484
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154
2485
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+200
2486
$2K ﹤0.01%
+400
2487
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+43
2488
$2K ﹤0.01%
37
2489
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19
-17
2490
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+100
2491
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200
+100
2492
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2493
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44
-21
2494
$1K ﹤0.01%
20,000
2495
$1K ﹤0.01%
35
2496
$1K ﹤0.01%
+20
2497
$1K ﹤0.01%
21
+4
2498
$1K ﹤0.01%
500
2499
$1K ﹤0.01%
51
2500
$1K ﹤0.01%
80
98 99
100
101 102