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
2501
$34K ﹤0.01%
844
+794
2502
$34K ﹤0.01%
2,243
2503
$34K ﹤0.01%
298
-56
2504
$34K ﹤0.01%
535
-177
2505
$34K ﹤0.01%
183
-78
2506
$34K ﹤0.01%
216
-295
2507
$34K ﹤0.01%
414
+3
2508
$34K ﹤0.01%
2,100
-1,200
2509
$34K ﹤0.01%
+200
2510
$34K ﹤0.01%
538
2511
$34K ﹤0.01%
515
+20
2512
$34K ﹤0.01%
194
-49
2513
$34K ﹤0.01%
1,334
+184
2514
$34K ﹤0.01%
620
+1
2515
$34K ﹤0.01%
+1,284
2516
$34K ﹤0.01%
1,100
-131
2517
$34K ﹤0.01%
1,109
-423
2518
$34K ﹤0.01%
556
-184
2519
$33K ﹤0.01%
434
-66
2520
$33K ﹤0.01%
375
2521
$33K ﹤0.01%
1,608
+698
2522
$33K ﹤0.01%
796
-82
2523
$33K ﹤0.01%
545
-35
2524
$33K ﹤0.01%
288
2525
$33K ﹤0.01%
150
99 100
101
102 103