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
3101
$15K ﹤0.01%
196
-144
3102
$15K ﹤0.01%
348
3103
$15K ﹤0.01%
582
+432
3104
$15K ﹤0.01%
259
3105
$15K ﹤0.01%
1,250
-50
3106
$15K ﹤0.01%
+765
3107
$15K ﹤0.01%
276
-2,212
3108
$15K ﹤0.01%
723
+57
3109
$15K ﹤0.01%
1,137
+332
3110
$15K ﹤0.01%
1,200
-6,790
3111
$15K ﹤0.01%
205
-503
3112
$15K ﹤0.01%
600
3113
$15K ﹤0.01%
2,197
-1,990
3114
$15K ﹤0.01%
108
-87
3115
$15K ﹤0.01%
327
-1
3116
$15K ﹤0.01%
331
+17
3117
$15K ﹤0.01%
1,077
-380
3118
$15K ﹤0.01%
21
-100
3119
$15K ﹤0.01%
65
+1
3120
$15K ﹤0.01%
332
-870
3121
$15K ﹤0.01%
436
-10
3122
$15K ﹤0.01%
41
-533
3123
$15K ﹤0.01%
709
3124
$15K ﹤0.01%
280
3125
$15K ﹤0.01%
884
-124
123 124
125
126 127