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
2776
$23K ﹤0.01%
60
-190
2777
$23K ﹤0.01%
+2,300
2778
$23K ﹤0.01%
431
-220
2779
$23K ﹤0.01%
1,350
2780
$23K ﹤0.01%
768
-292
2781
$23K ﹤0.01%
1,400
2782
$23K ﹤0.01%
460
-113
2783
$23K ﹤0.01%
780
+540
2784
$23K ﹤0.01%
1,083
+84
2785
$23K ﹤0.01%
198
2786
$23K ﹤0.01%
892
2787
$23K ﹤0.01%
337
2788
$23K ﹤0.01%
3,368
-13,200
2789
$23K ﹤0.01%
800
2790
$23K ﹤0.01%
461
-300
2791
$23K ﹤0.01%
70,565
-6,038
2792
$23K ﹤0.01%
1,673
+973
2793
$23K ﹤0.01%
330
-200
2794
$23K ﹤0.01%
+756
2795
$23K ﹤0.01%
607
-91
2796
$22K ﹤0.01%
397
-6
2797
$22K ﹤0.01%
973
-4,307
2798
$22K ﹤0.01%
629
-326
2799
$22K ﹤0.01%
1,000
2800
$22K ﹤0.01%
148
-35
110 111
112
113 114