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
251
$1.46M 0.06%
46,690
+1,516
252
$1.46M 0.06%
8,021
-83
253
$1.46M 0.06%
5,687
+281
254
$1.46M 0.06%
10,918
+1,000
255
$1.45M 0.06%
53,138
+6,201
256
$1.45M 0.06%
21,857
+4,032
257
$1.44M 0.06%
10,422
+8,935
258
$1.43M 0.06%
+53,056
259
$1.43M 0.06%
18,598
-924
260
$1.43M 0.06%
9,778
-12
261
$1.41M 0.06%
31,260
+3,300
262
$1.41M 0.06%
52,838
+51,603
263
$1.41M 0.06%
33,469
+16,674
264
$1.4M 0.06%
34,576
+27,887
265
$1.38M 0.06%
15,908
+1,222
266
$1.38M 0.06%
6,296
+230
267
$1.37M 0.06%
2,542
+2,291
268
$1.37M 0.06%
8,366
-1,180
269
$1.36M 0.06%
12,524
+6,988
270
$1.34M 0.05%
39,023
+1,582
271
$1.34M 0.05%
12,693
+399
272
$1.33M 0.05%
1,850
+105
273
$1.32M 0.05%
22,484
-9,982
274
$1.31M 0.05%
26,018
275
$1.31M 0.05%
25,937
+2,272
9 10
11
12 13