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
2876
$20K ﹤0.01%
1,750
-5,850
2877
$20K ﹤0.01%
1,240
+131
2878
$20K ﹤0.01%
219
+72
2879
$20K ﹤0.01%
174
-3
2880
$20K ﹤0.01%
97
-9
2881
$20K ﹤0.01%
1,110
-636
2882
$20K ﹤0.01%
770
-270
2883
$20K ﹤0.01%
1,673
2884
$20K ﹤0.01%
1,354
-1,290
2885
$20K ﹤0.01%
184
-78
2886
$20K ﹤0.01%
919
-5,368
2887
$20K ﹤0.01%
162
-156
2888
$20K ﹤0.01%
500
2889
– –
0
2890
$20K ﹤0.01%
984
+1
2891
$20K ﹤0.01%
8
+4
2892
$20K ﹤0.01%
506
-68
2893
$20K ﹤0.01%
460
-78
2894
$20K ﹤0.01%
1,997
2895
$20K ﹤0.01%
96
-21
2896
$20K ﹤0.01%
1,241
-15
2897
$20K ﹤0.01%
167
+83
2898
$20K ﹤0.01%
450
2899
$20K ﹤0.01%
172
-525
2900
$20K ﹤0.01%
300
-1,145
114 115
116
117 118