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
3026
$17K ﹤0.01%
228
+11
3027
$17K ﹤0.01%
350
-1,352
3028
$17K ﹤0.01%
762
+1
3029
$17K ﹤0.01%
133
+16
3030
$17K ﹤0.01%
104
-42
3031
$17K ﹤0.01%
300
-100
3032
$17K ﹤0.01%
+1,100
3033
$17K ﹤0.01%
+252
3034
$17K ﹤0.01%
123
+15
3035
$17K ﹤0.01%
160
-5
3036
$17K ﹤0.01%
155
+34
3037
$17K ﹤0.01%
628
-122
3038
$17K ﹤0.01%
484
-328
3039
$17K ﹤0.01%
1,600
-1,500
3040
$17K ﹤0.01%
192
-83
3041
$17K ﹤0.01%
209
+1
3042
$17K ﹤0.01%
1,147
-83
3043
$17K ﹤0.01%
1,000
+700
3044
$17K ﹤0.01%
587
-6,239
3045
$17K ﹤0.01%
400
3046
$17K ﹤0.01%
318
+207
3047
$17K ﹤0.01%
208
-175
3048
$17K ﹤0.01%
1,050
-2,501
3049
$17K ﹤0.01%
194
-52
3050
$16K ﹤0.01%
590
120 121
122
123 124