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
3076
$16K ﹤0.01%
439
+240
3077
$16K ﹤0.01%
1,126
+1,015
3078
$16K ﹤0.01%
29
-11
3079
$16K ﹤0.01%
628
-229
3080
$16K ﹤0.01%
1,857
-411
3081
$16K ﹤0.01%
650
3082
$16K ﹤0.01%
60
+15
3083
$16K ﹤0.01%
54
-491
3084
$16K ﹤0.01%
542
3085
$16K ﹤0.01%
1,612
3086
$16K ﹤0.01%
+1,000
3087
$16K ﹤0.01%
423
-2,051
3088
$16K ﹤0.01%
1,666
-18,500
3089
$16K ﹤0.01%
2,432
-1,651
3090
$15K ﹤0.01%
39
3091
$15K ﹤0.01%
110
+50
3092
$15K ﹤0.01%
315
-442
3093
$15K ﹤0.01%
21
+10
3094
$15K ﹤0.01%
617
3095
$15K ﹤0.01%
19
-2
3096
$15K ﹤0.01%
304
-355
3097
$15K ﹤0.01%
834
-9
3098
$15K ﹤0.01%
119
+6
3099
$15K ﹤0.01%
1,272
-37
3100
$15K ﹤0.01%
1,000
122 123
124
125 126