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
2601
$30K ﹤0.01%
1,179
-3,697
2602
$30K ﹤0.01%
1,000
2603
$30K ﹤0.01%
1,526
-437
2604
$30K ﹤0.01%
3,927
-75
2605
$30K ﹤0.01%
+10,000
2606
$29K ﹤0.01%
323
-116
2607
$29K ﹤0.01%
393
-15
2608
$29K ﹤0.01%
416
-62
2609
$29K ﹤0.01%
1,207
+11
2610
$29K ﹤0.01%
735
+632
2611
$29K ﹤0.01%
834
-1,222
2612
$29K ﹤0.01%
414
+143
2613
$29K ﹤0.01%
522
+83
2614
$29K ﹤0.01%
490
-1,412
2615
$29K ﹤0.01%
2,579
2616
$29K ﹤0.01%
775
+160
2617
$29K ﹤0.01%
493
2618
$29K ﹤0.01%
1,299
+14
2619
$29K ﹤0.01%
+1,090
2620
$29K ﹤0.01%
2,671
-11
2621
$29K ﹤0.01%
114
2622
$29K ﹤0.01%
557
-1,088
2623
$29K ﹤0.01%
147
-13
2624
$29K ﹤0.01%
1,654
-1,894
2625
$29K ﹤0.01%
526
-1,052
103 104
105
106 107