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
2476
$35K ﹤0.01%
5,543
-208
2477
$35K ﹤0.01%
1,212
+60
2478
$35K ﹤0.01%
635
+619
2479
$35K ﹤0.01%
699
+1
2480
$35K ﹤0.01%
530
-31
2481
$35K ﹤0.01%
2,044
-576
2482
$35K ﹤0.01%
757
-262
2483
$35K ﹤0.01%
1,095
2484
$35K ﹤0.01%
1,187
-100
2485
$35K ﹤0.01%
532
-13
2486
$35K ﹤0.01%
2,768
+768
2487
$35K ﹤0.01%
3,714
-266
2488
$35K ﹤0.01%
580
-602
2489
$35K ﹤0.01%
589
-665
2490
$35K ﹤0.01%
2,467
+27
2491
$35K ﹤0.01%
478
+300
2492
$35K ﹤0.01%
1,373
+213
2493
$35K ﹤0.01%
39
-36
2494
$35K ﹤0.01%
680
+154
2495
$35K ﹤0.01%
2,596
-2,346
2496
$34K ﹤0.01%
1,078
-938
2497
$34K ﹤0.01%
243
-814
2498
$34K ﹤0.01%
833
-1,043
2499
$34K ﹤0.01%
308
+50
2500
$34K ﹤0.01%
3,311
-588
98 99
100
101 102