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
276
$2.82M 0.08%
41,820
+3,015
277
$2.82M 0.08%
164,917
-25,861
278
$2.81M 0.08%
137,361
-24,225
279
$2.81M 0.08%
112,097
-44,914
280
$2.81M 0.08%
33,278
+2,815
281
$2.8M 0.07%
27,065
-1,282
282
$2.8M 0.07%
24,715
-44,235
283
$2.79M 0.07%
105,587
+19,253
284
$2.78M 0.07%
17,084
+9,769
285
$2.78M 0.07%
17,518
-1,294
286
$2.77M 0.07%
90,929
-8,686
287
$2.76M 0.07%
101,807
-42,491
288
$2.75M 0.07%
48,987
-479
289
$2.75M 0.07%
137,817
+21,770
290
$2.73M 0.07%
35,995
-1,151
291
$2.73M 0.07%
160,384
+17,578
292
$2.72M 0.07%
60,264
-15,951
293
$2.72M 0.07%
109,992
+11,600
294
$2.71M 0.07%
116,201
-15,405
295
$2.69M 0.07%
17,331
-620
296
$2.65M 0.07%
19,495
-649
297
$2.64M 0.07%
18,555
-297
298
$2.64M 0.07%
98,298
+52,547
299
$2.63M 0.07%
33,738
+54
300
$2.62M 0.07%
58,771
+3,236
10 11
12
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