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
2526
$33K ﹤0.01%
2,128
-1,672
2527
$33K ﹤0.01%
603
-262
2528
$33K ﹤0.01%
1,382
-379
2529
$33K ﹤0.01%
488
-224
2530
$33K ﹤0.01%
442
-131
2531
$33K ﹤0.01%
954
+25
2532
$33K ﹤0.01%
1,665
2533
$33K ﹤0.01%
331
-436
2534
$33K ﹤0.01%
750
2535
$33K ﹤0.01%
571
+32
2536
$33K ﹤0.01%
219
-218
2537
$33K ﹤0.01%
2,220
-5,500
2538
$33K ﹤0.01%
45
-13
2539
$33K ﹤0.01%
1,020
-1,563
2540
$33K ﹤0.01%
767
-65
2541
$33K ﹤0.01%
449
-1,334
2542
$33K ﹤0.01%
650
-600
2543
$32K ﹤0.01%
517
-1,200
2544
$32K ﹤0.01%
455
-320
2545
$32K ﹤0.01%
1,541
2546
$32K ﹤0.01%
6,504
-8,052
2547
$32K ﹤0.01%
232
-42
2548
$32K ﹤0.01%
805
-81
2549
$32K ﹤0.01%
307
+78
2550
$32K ﹤0.01%
199
+17
100 101
102
103 104