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
2651
$28K ﹤0.01%
36
2652
$28K ﹤0.01%
488
-180
2653
$28K ﹤0.01%
2,685
2654
$28K ﹤0.01%
1,175
2655
$28K ﹤0.01%
+1,000
2656
$28K ﹤0.01%
358
+30
2657
$28K ﹤0.01%
291
-2,646
2658
$28K ﹤0.01%
388
-39
2659
$28K ﹤0.01%
536
-12
2660
$28K ﹤0.01%
1,315
-630
2661
$27K ﹤0.01%
15,000
2662
$27K ﹤0.01%
214
2663
$27K ﹤0.01%
478
-157
2664
$27K ﹤0.01%
402
-1,867
2665
$27K ﹤0.01%
1,832
-592
2666
$27K ﹤0.01%
2,543
+126
2667
$27K ﹤0.01%
1,590
-240
2668
$27K ﹤0.01%
2,433
-6,692
2669
$27K ﹤0.01%
755
-171
2670
$27K ﹤0.01%
537
-56
2671
$27K ﹤0.01%
174
-73
2672
$27K ﹤0.01%
396
+20
2673
$27K ﹤0.01%
2,199
-2,304
2674
$27K ﹤0.01%
2,300
2675
$27K ﹤0.01%
1,163
+814
105 106
107
108 109