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
2851
$21K ﹤0.01%
219
2852
$21K ﹤0.01%
211
+108
2853
$21K ﹤0.01%
5,000
2854
$21K ﹤0.01%
1,939
+827
2855
$21K ﹤0.01%
724
-2,924
2856
$21K ﹤0.01%
441
2857
$21K ﹤0.01%
906
+1
2858
$21K ﹤0.01%
742
-324
2859
$21K ﹤0.01%
47
-4
2860
$21K ﹤0.01%
174
-276
2861
$21K ﹤0.01%
1,650
2862
$21K ﹤0.01%
965
-201
2863
$20K ﹤0.01%
69
-2
2864
$20K ﹤0.01%
700
-136
2865
$20K ﹤0.01%
178
-253
2866
$20K ﹤0.01%
346
+331
2867
$20K ﹤0.01%
805
2868
$20K ﹤0.01%
521
-43
2869
$20K ﹤0.01%
1,687
+233
2870
$20K ﹤0.01%
702
2871
$20K ﹤0.01%
761
2872
$20K ﹤0.01%
777
+361
2873
$20K ﹤0.01%
1,823
2874
$20K ﹤0.01%
237
-755
2875
$20K ﹤0.01%
326
-49
113 114
115
116 117