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
2801
$22K ﹤0.01%
588
+56
2802
$22K ﹤0.01%
912
-398
2803
$22K ﹤0.01%
1,800
2804
$22K ﹤0.01%
775
-2
2805
$22K ﹤0.01%
466
-2,202
2806
$22K ﹤0.01%
496
+73
2807
$22K ﹤0.01%
2,670
-1,396
2808
$22K ﹤0.01%
464
2809
$22K ﹤0.01%
267
+182
2810
$22K ﹤0.01%
419
-3
2811
$22K ﹤0.01%
407
2812
$22K ﹤0.01%
+900
2813
$22K ﹤0.01%
+881
2814
$22K ﹤0.01%
421
-32
2815
$22K ﹤0.01%
+282
2816
$22K ﹤0.01%
161
+110
2817
$22K ﹤0.01%
707
+383
2818
$22K ﹤0.01%
513
-3,334
2819
$22K ﹤0.01%
452
-170
2820
$22K ﹤0.01%
+646
2821
$22K ﹤0.01%
1,025
2822
$22K ﹤0.01%
107
2823
$22K ﹤0.01%
748
-324
2824
$22K ﹤0.01%
1,543
-1,286
2825
$22K ﹤0.01%
1,585
111 112
113
114 115