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
2676
$27K ﹤0.01%
+550
2677
$27K ﹤0.01%
1,033
-998
2678
$27K ﹤0.01%
+108
2679
$27K ﹤0.01%
+1,100
2680
$27K ﹤0.01%
223
-7
2681
$26K ﹤0.01%
706
-268
2682
$26K ﹤0.01%
2,027
-9
2683
$26K ﹤0.01%
499
-39
2684
$26K ﹤0.01%
250
+16
2685
$26K ﹤0.01%
344
+3
2686
$26K ﹤0.01%
164
+1
2687
$26K ﹤0.01%
1,000
2688
$26K ﹤0.01%
744
-6
2689
$26K ﹤0.01%
736
-192
2690
$26K ﹤0.01%
562
-233
2691
$26K ﹤0.01%
1,200
-4,485
2692
$26K ﹤0.01%
204
-130
2693
$26K ﹤0.01%
859
+123
2694
$26K ﹤0.01%
309
+124
2695
$26K ﹤0.01%
9
-2
2696
$26K ﹤0.01%
56
-10
2697
$26K ﹤0.01%
843
-388
2698
$26K ﹤0.01%
308
-161
2699
$26K ﹤0.01%
1,550
-222
2700
$25K ﹤0.01%
296
-174
106 107
108
109 110