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
2701
$25K ﹤0.01%
503
+348
2702
$25K ﹤0.01%
1,684
-2,019
2703
$25K ﹤0.01%
1,000
+250
2704
$25K ﹤0.01%
186
-39
2705
$25K ﹤0.01%
1,027
2706
$25K ﹤0.01%
152
+2
2707
$25K ﹤0.01%
218
-87
2708
$25K ﹤0.01%
+1,000
2709
$25K ﹤0.01%
564
-709
2710
$25K ﹤0.01%
4,320
-980
2711
$25K ﹤0.01%
612
-26
2712
$25K ﹤0.01%
1,000
-1
2713
$25K ﹤0.01%
491
2714
$25K ﹤0.01%
+2,000
2715
$25K ﹤0.01%
2,729
+85
2716
$25K ﹤0.01%
912
+467
2717
$25K ﹤0.01%
1,456
-168
2718
$25K ﹤0.01%
1,105
-105
2719
$25K ﹤0.01%
606
-18,048
2720
$25K ﹤0.01%
1,211
-3,400
2721
$25K ﹤0.01%
455
-489
2722
$25K ﹤0.01%
603
-145
2723
$25K ﹤0.01%
215
-1,260
2724
$25K ﹤0.01%
1,216
-1,291
2725
$25K ﹤0.01%
2,139
+30
107 108
109
110 111