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
2951
$19K ﹤0.01%
350
-160
2952
$18K ﹤0.01%
645
-20
2953
$18K ﹤0.01%
4,671
+2,471
2954
$18K ﹤0.01%
1,070
-791
2955
$18K ﹤0.01%
527
-408
2956
$18K ﹤0.01%
1,274
-3,336
2957
$18K ﹤0.01%
136
+97
2958
$18K ﹤0.01%
537
+206
2959
$18K ﹤0.01%
500
+64
2960
$18K ﹤0.01%
2,474
-510
2961
$18K ﹤0.01%
87
-100
2962
$18K ﹤0.01%
512
+463
2963
$18K ﹤0.01%
238
-6
2964
$18K ﹤0.01%
1,154
-5,146
2965
$18K ﹤0.01%
695
+78
2966
$18K ﹤0.01%
128
+24
2967
$18K ﹤0.01%
466
+200
2968
$18K ﹤0.01%
1,235
-48
2969
$18K ﹤0.01%
1,181
-38
2970
$18K ﹤0.01%
242
+82
2971
$18K ﹤0.01%
64
-43
2972
$18K ﹤0.01%
98
-76
2973
$18K ﹤0.01%
520
-4
2974
$18K ﹤0.01%
43
-1
2975
$18K ﹤0.01%
387
-204
117 118
119
120 121