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
2926
$19K ﹤0.01%
+158
2927
$19K ﹤0.01%
33
2928
$19K ﹤0.01%
766
+25
2929
$19K ﹤0.01%
647
+57
2930
$19K ﹤0.01%
1,322
+102
2931
$19K ﹤0.01%
102
-61
2932
$19K ﹤0.01%
1,507
2933
$19K ﹤0.01%
118
-43
2934
$19K ﹤0.01%
10,000
2935
$19K ﹤0.01%
1,758
-2,457
2936
$19K ﹤0.01%
3,000
2937
$19K ﹤0.01%
408
2938
$19K ﹤0.01%
61
-1
2939
$19K ﹤0.01%
151
-53
2940
$19K ﹤0.01%
430
-2,121
2941
$19K ﹤0.01%
318
+84
2942
$19K ﹤0.01%
3
2943
$19K ﹤0.01%
1,444
-1,712
2944
$19K ﹤0.01%
+590
2945
$19K ﹤0.01%
1,693
-189
2946
$19K ﹤0.01%
391
+234
2947
$19K ﹤0.01%
1,385
2948
$19K ﹤0.01%
+849
2949
$19K ﹤0.01%
210
-29
2950
$19K ﹤0.01%
106
116 117
118
119 120