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
2626
$29K ﹤0.01%
486
+5
2627
$29K ﹤0.01%
779
-63
2628
$29K ﹤0.01%
296
2629
$29K ﹤0.01%
611
-770
2630
$29K ﹤0.01%
837
+64
2631
$29K ﹤0.01%
1,116
-325
2632
$29K ﹤0.01%
1,925
-795
2633
$29K ﹤0.01%
801
-280
2634
$29K ﹤0.01%
5,957
+86
2635
$28K ﹤0.01%
473
+317
2636
$28K ﹤0.01%
802
-1,116
2637
$28K ﹤0.01%
567
2638
$28K ﹤0.01%
630
+50
2639
$28K ﹤0.01%
150
2640
$28K ﹤0.01%
2,014
-7,167
2641
$28K ﹤0.01%
911
+28
2642
$28K ﹤0.01%
561
+28
2643
$28K ﹤0.01%
523
-201
2644
$28K ﹤0.01%
2,146
2645
$28K ﹤0.01%
394
2646
$28K ﹤0.01%
2,655
+98
2647
$28K ﹤0.01%
869
-631
2648
$28K ﹤0.01%
+1,002
2649
$28K ﹤0.01%
875
-2,028
2650
$28K ﹤0.01%
492
-51
104 105
106
107 108