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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3151
– –
-28
3152
$0 ﹤0.01%
3
-15
3153
– –
-47
3154
– –
0
3155
– –
0
3156
– –
0
3157
– –
0
3158
– –
0
3159
– –
0
3160
– –
0
3161
– –
0
3162
– –
0
3163
– –
0
3164
– –
0
3165
– –
0
3166
– –
0
3167
– –
0
3168
– –
0
3169
– –
0
3170
– –
-47
3171
– –
0
3172
– –
0
3173
– –
0
3174
– –
-2,000
3175
– –
0
125 126
127
128 129