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
2751
$24K ﹤0.01%
227
-129
2752
$24K ﹤0.01%
414
-168
2753
$24K ﹤0.01%
274
-84
2754
$24K ﹤0.01%
320
+198
2755
$24K ﹤0.01%
634
+506
2756
– –
-301
2757
$24K ﹤0.01%
519
+14
2758
$24K ﹤0.01%
836
+44
2759
$24K ﹤0.01%
+1,266
2760
$24K ﹤0.01%
+453
2761
$24K ﹤0.01%
662
-616
2762
$24K ﹤0.01%
55
-9
2763
$24K ﹤0.01%
+1,131
2764
$24K ﹤0.01%
795
-8,940
2765
$24K ﹤0.01%
639
+265
2766
$24K ﹤0.01%
3,957
-2,927
2767
$24K ﹤0.01%
1,062
-428
2768
$24K ﹤0.01%
581
-98
2769
$24K ﹤0.01%
500
-32
2770
$23K ﹤0.01%
204
-156
2771
$23K ﹤0.01%
615
-281
2772
$23K ﹤0.01%
1,200
-602
2773
$23K ﹤0.01%
852
+108
2774
$23K ﹤0.01%
2,361
+281
2775
$23K ﹤0.01%
+510
109 110
111
112 113