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
2501
$1K ﹤0.01%
167
-432
2502
$1K ﹤0.01%
+67
2503
$1K ﹤0.01%
120
2504
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17
2505
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86
2506
– –
0
2507
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11
-77
2508
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11
-13
2509
$1K ﹤0.01%
135
2510
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46
2511
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17
2512
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2513
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400
2514
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+300
2515
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150
2516
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245
2517
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250
2518
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52
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2519
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2520
$1K ﹤0.01%
12
-1
2521
$1K ﹤0.01%
182
-108
2522
$1K ﹤0.01%
133
2523
$1K ﹤0.01%
25
2524
$1K ﹤0.01%
+62
2525
$1K ﹤0.01%
30
99 100
101
102 103