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
3126
$15K ﹤0.01%
2,240
+2,128
3127
$15K ﹤0.01%
141
-468
3128
$15K ﹤0.01%
625
+3
3129
$15K ﹤0.01%
1,214
3130
$15K ﹤0.01%
220
-282
3131
$15K ﹤0.01%
+286
3132
$14K ﹤0.01%
+1,424
3133
$14K ﹤0.01%
780
3134
$14K ﹤0.01%
661
+31
3135
$14K ﹤0.01%
81
-54
3136
$14K ﹤0.01%
127
-50
3137
$14K ﹤0.01%
410
3138
$14K ﹤0.01%
174
-50
3139
$14K ﹤0.01%
453
+292
3140
$14K ﹤0.01%
700
3141
$14K ﹤0.01%
163
-57
3142
$14K ﹤0.01%
11
-101
3143
$14K ﹤0.01%
600
+225
3144
$14K ﹤0.01%
1,011
+544
3145
$14K ﹤0.01%
+650
3146
$14K ﹤0.01%
631
3147
$14K ﹤0.01%
10
-1
3148
$14K ﹤0.01%
888
+52
3149
$14K ﹤0.01%
+452
3150
$14K ﹤0.01%
23
-1
124 125
126
127 128