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
2976
$18K ﹤0.01%
76
-16
2977
$18K ﹤0.01%
383
-161
2978
$18K ﹤0.01%
744
-159,685
2979
$18K ﹤0.01%
2,528
2980
$18K ﹤0.01%
+525
2981
$18K ﹤0.01%
172
+138
2982
$18K ﹤0.01%
282
-376
2983
$18K ﹤0.01%
639
-9,282
2984
$18K ﹤0.01%
813
-721
2985
$18K ﹤0.01%
148
-162
2986
$18K ﹤0.01%
579
-160
2987
$18K ﹤0.01%
62
+1
2988
$18K ﹤0.01%
1,250
-8,000
2989
$18K ﹤0.01%
153
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2990
$18K ﹤0.01%
1,114
-2
2991
$18K ﹤0.01%
362
-1,480
2992
$18K ﹤0.01%
2,080
-50
2993
$18K ﹤0.01%
+839
2994
$18K ﹤0.01%
94
-18
2995
$18K ﹤0.01%
+249
2996
$18K ﹤0.01%
895
+402
2997
$18K ﹤0.01%
525
2998
$18K ﹤0.01%
+530
2999
$18K ﹤0.01%
19
-6
3000
$18K ﹤0.01%
724
-778
118 119
120
121 122