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
2626
$1K ﹤0.01%
34
2627
$1K ﹤0.01%
97
2628
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22
2629
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2630
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2631
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2632
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+11
2633
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2634
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+4
2635
$1K ﹤0.01%
2,169
2636
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229
2637
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18
2638
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35
2639
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1,000
2640
$1K ﹤0.01%
34
2641
$1K ﹤0.01%
1,000
2642
$1K ﹤0.01%
+220
2643
$1K ﹤0.01%
59
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2644
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62
-122
2645
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12
+1
2646
$1K ﹤0.01%
14
-45
2647
$1K ﹤0.01%
60
2648
$1K ﹤0.01%
+29
2649
$1K ﹤0.01%
50
2650
$1K ﹤0.01%
13
104 105
106
107 108