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
2726
$25K ﹤0.01%
1,008
+8
2727
$25K ﹤0.01%
952
-500
2728
$25K ﹤0.01%
1,049
-2,138
2729
$25K ﹤0.01%
980
2730
$25K ﹤0.01%
863
-589
2731
$25K ﹤0.01%
955
-45
2732
$25K ﹤0.01%
394
+14
2733
$25K ﹤0.01%
1,000
2734
$24K ﹤0.01%
3,000
2735
$24K ﹤0.01%
301
+51
2736
$24K ﹤0.01%
789
-3,539
2737
$24K ﹤0.01%
710
2738
$24K ﹤0.01%
269
-70
2739
$24K ﹤0.01%
488
-2,999
2740
$24K ﹤0.01%
375
2741
$24K ﹤0.01%
977
-85
2742
$24K ﹤0.01%
560
-993
2743
$24K ﹤0.01%
707
-108
2744
$24K ﹤0.01%
716
-360
2745
$24K ﹤0.01%
1,103
-315
2746
$24K ﹤0.01%
232
-596
2747
$24K ﹤0.01%
3,093
+2,893
2748
$24K ﹤0.01%
1,271
+346
2749
$24K ﹤0.01%
450
2750
$24K ﹤0.01%
48
-1
108 109
110
111 112