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
3001
$18K ﹤0.01%
200
+12
3002
$18K ﹤0.01%
992
-198
3003
$18K ﹤0.01%
241
-71
3004
$18K ﹤0.01%
100
-7
3005
$17K ﹤0.01%
407
-1,220
3006
$17K ﹤0.01%
105
-7
3007
$17K ﹤0.01%
508
-4,000
3008
$17K ﹤0.01%
164
-44
3009
$17K ﹤0.01%
+700
3010
$17K ﹤0.01%
58
3011
$17K ﹤0.01%
60
-7
3012
$17K ﹤0.01%
28
-6
3013
$17K ﹤0.01%
+1,000
3014
$17K ﹤0.01%
330
+148
3015
$17K ﹤0.01%
483
-1,097
3016
$17K ﹤0.01%
1,000
-92
3017
$17K ﹤0.01%
304
-48
3018
$17K ﹤0.01%
229
+23
3019
$17K ﹤0.01%
116
-70
3020
$17K ﹤0.01%
247
-91
3021
$17K ﹤0.01%
1,275
-363
3022
$17K ﹤0.01%
58
3023
$17K ﹤0.01%
106
-81
3024
$17K ﹤0.01%
103
-1
3025
$17K ﹤0.01%
400
119 120
121
122 123