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
2901
$20K ﹤0.01%
1,093
-733
2902
$20K ﹤0.01%
445
-374
2903
$20K ﹤0.01%
+2,000
2904
$19K ﹤0.01%
68
-111
2905
$19K ﹤0.01%
4,274
+248
2906
$19K ﹤0.01%
244
-120
2907
$19K ﹤0.01%
1,600
2908
$19K ﹤0.01%
1,644
+65
2909
$19K ﹤0.01%
+200
2910
$19K ﹤0.01%
355
-332
2911
$19K ﹤0.01%
731
+6
2912
$19K ﹤0.01%
430
2913
$19K ﹤0.01%
381
2914
$19K ﹤0.01%
701
+700
2915
$19K ﹤0.01%
144
-344
2916
$19K ﹤0.01%
50
-7
2917
$19K ﹤0.01%
1,647
-2,510
2918
$19K ﹤0.01%
3,000
2919
$19K ﹤0.01%
260
2920
$19K ﹤0.01%
1,141
-268
2921
$19K ﹤0.01%
1,237
+1
2922
$19K ﹤0.01%
340
+37
2923
$19K ﹤0.01%
8
2924
$19K ﹤0.01%
109
-130
2925
$19K ﹤0.01%
19
-24
115 116
117
118 119