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
2551
$32K ﹤0.01%
457
-1,915
2552
$32K ﹤0.01%
1,286
2553
$32K ﹤0.01%
950
-290
2554
$32K ﹤0.01%
1,305
-285
2555
$32K ﹤0.01%
1,923
+1,411
2556
$32K ﹤0.01%
298
-5
2557
$32K ﹤0.01%
835
-600
2558
$32K ﹤0.01%
+380
2559
$32K ﹤0.01%
575
-9,217
2560
$32K ﹤0.01%
2,461
2561
$32K ﹤0.01%
1,000
2562
– –
-12
2563
$31K ﹤0.01%
+615
2564
$31K ﹤0.01%
+1,249
2565
$31K ﹤0.01%
1,192
-115
2566
$31K ﹤0.01%
763
2567
$31K ﹤0.01%
537
2568
$31K ﹤0.01%
1,889
-2
2569
$31K ﹤0.01%
347
-1,646
2570
$31K ﹤0.01%
1,666
+99
2571
$31K ﹤0.01%
892
-160
2572
$31K ﹤0.01%
413
+1
2573
$31K ﹤0.01%
830
2574
$30K ﹤0.01%
329
-156
2575
$30K ﹤0.01%
261
+16
101 102
103
104 105