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
3051
$16K ﹤0.01%
62
+51
3052
$16K ﹤0.01%
764
-556
3053
$16K ﹤0.01%
498
-351
3054
$16K ﹤0.01%
528
-2
3055
$16K ﹤0.01%
916
+620
3056
$16K ﹤0.01%
340
-1,220
3057
$16K ﹤0.01%
+50
3058
$16K ﹤0.01%
513
3059
$16K ﹤0.01%
264
+33
3060
$16K ﹤0.01%
456
-61
3061
$16K ﹤0.01%
732
+9
3062
$16K ﹤0.01%
730
+6
3063
$16K ﹤0.01%
250
-1,800
3064
$16K ﹤0.01%
748
3065
$16K ﹤0.01%
260
-288
3066
$16K ﹤0.01%
725
+6
3067
$16K ﹤0.01%
236
3068
$16K ﹤0.01%
62
+22
3069
$16K ﹤0.01%
237
-242
3070
$16K ﹤0.01%
289
-8
3071
$16K ﹤0.01%
228
+86
3072
$16K ﹤0.01%
415
-17,590
3073
$16K ﹤0.01%
63
+51
3074
$16K ﹤0.01%
1,161
+458
3075
$16K ﹤0.01%
414
+38
121 122
123
124 125