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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.3M 0.05%
43,992
+1,456
277
$1.29M 0.05%
15,595
-3,716
278
$1.29M 0.05%
18,865
+16,885
279
$1.29M 0.05%
42,686
+512
280
$1.28M 0.05%
21,252
+1,111
281
$1.26M 0.05%
7,368
+753
282
$1.26M 0.05%
56,904
+26,784
283
$1.26M 0.05%
12,303
-3,101
284
$1.24M 0.05%
10,965
+877
285
$1.24M 0.05%
37,851
+29,409
286
$1.23M 0.05%
11,632
-3,085
287
$1.22M 0.05%
23,838
+18,984
288
$1.22M 0.05%
9,056
-1,222
289
$1.21M 0.05%
11,162
+8,624
290
$1.21M 0.05%
13,046
+4,610
291
$1.21M 0.05%
20,936
+964
292
$1.19M 0.05%
15,678
+1,180
293
$1.19M 0.05%
22,153
+17,815
294
$1.19M 0.05%
20,694
-106
295
$1.19M 0.05%
20,283
+1,511
296
$1.18M 0.05%
18,303
+639
297
$1.18M 0.05%
13,348
-235
298
$1.18M 0.05%
20,114
-11,326
299
$1.17M 0.05%
10,651
+1,233
300
$1.17M 0.05%
14,715
+8,218
10 11
12
13 14