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
2576
$1K ﹤0.01%
10
2577
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9
2578
$1K ﹤0.01%
40
2579
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22
2580
– –
0
2581
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162
-3,211
2582
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2583
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4
2584
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2585
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2586
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2587
$1K ﹤0.01%
400
2588
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2
2589
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16
-22
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132
2591
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36
-132
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+15
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370
2596
$1K ﹤0.01%
36
+1
2597
$1K ﹤0.01%
+200
2598
$1K ﹤0.01%
36
2599
$1K ﹤0.01%
37
2600
$1K ﹤0.01%
19
-69
102 103
104
105 106