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
2576
$30K ﹤0.01%
880
-135
2577
$30K ﹤0.01%
870
+144
2578
$30K ﹤0.01%
273
-28
2579
$30K ﹤0.01%
2,430
-21
2580
$30K ﹤0.01%
1,500
2581
$30K ﹤0.01%
945
-88
2582
$30K ﹤0.01%
1,500
-2,219
2583
$30K ﹤0.01%
459
+189
2584
$30K ﹤0.01%
2,000
+109
2585
$30K ﹤0.01%
625
-19
2586
$30K ﹤0.01%
1,648
+25
2587
$30K ﹤0.01%
302
+71
2588
$30K ﹤0.01%
1,120
2589
$30K ﹤0.01%
249
+124
2590
$30K ﹤0.01%
283
+36
2591
$30K ﹤0.01%
+20
2592
$30K ﹤0.01%
350
+118
2593
$30K ﹤0.01%
969
-955
2594
$30K ﹤0.01%
1,370
-560
2595
$30K ﹤0.01%
743
-27
2596
$30K ﹤0.01%
1,222
+383
2597
$30K ﹤0.01%
887
+158
2598
$30K ﹤0.01%
+1,184
2599
$30K ﹤0.01%
997
-743
2600
$30K ﹤0.01%
336
-2,232
102 103
104
105 106