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
251
$3.09M 0.08%
127,522
+67,397
252
$3.08M 0.08%
62,291
+3,396
253
$3.07M 0.08%
29,600
-29,825
254
$3.05M 0.08%
45,196
+93
255
$3.02M 0.08%
55,629
+956
256
$3M 0.08%
15,608
-2,385
257
$2.97M 0.08%
36,575
+360
258
$2.97M 0.08%
39,379
-60,804
259
$2.96M 0.08%
176,885
+21,071
260
$2.96M 0.08%
8,885
-2,226
261
$2.96M 0.08%
18,643
-3,943
262
$2.96M 0.08%
165,623
-15,478
263
$2.95M 0.08%
60,767
-6,122
264
$2.93M 0.08%
105,864
+3,218
265
$2.93M 0.08%
83,083
-18,675
266
$2.9M 0.08%
122,212
+113,310
267
$2.9M 0.08%
58,287
+16,980
268
$2.9M 0.08%
60,460
+6,177
269
$2.89M 0.08%
58,303
-1,316
270
$2.87M 0.08%
77,194
-20,513
271
$2.87M 0.08%
22,447
-27,725
272
$2.85M 0.08%
38,763
-25,647
273
$2.85M 0.08%
80,641
+4,835
274
$2.85M 0.08%
33,491
-15,546
275
$2.85M 0.08%
37,090
+8,627
9 10
11
12 13