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
2551
$1K ﹤0.01%
18
-559
2552
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26
2553
$1K ﹤0.01%
170
+149
2554
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2555
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20
2556
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+100
2557
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59
2558
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2559
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50
2560
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26
2561
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33
-25
2562
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2563
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25
2564
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15
2565
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46
2566
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+42
2567
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19
-94
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+8
2570
$1K ﹤0.01%
+41
2571
$1K ﹤0.01%
63
2572
$1K ﹤0.01%
80
2573
$1K ﹤0.01%
5
-155
2574
$1K ﹤0.01%
28
2575
$1K ﹤0.01%
33
-860
101 102
103
104 105