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
3151
$14K ﹤0.01%
84
+23
3152
$14K ﹤0.01%
12
3153
$14K ﹤0.01%
750
-44
3154
$14K ﹤0.01%
322
-333
3155
$14K ﹤0.01%
10,800
+100
3156
$14K ﹤0.01%
412
-594
3157
$14K ﹤0.01%
175
-7,237
3158
$14K ﹤0.01%
99
-34
3159
$14K ﹤0.01%
966
-2,380
3160
$14K ﹤0.01%
388
+14
3161
$14K ﹤0.01%
4
-68
3162
$14K ﹤0.01%
1,735
3163
$14K ﹤0.01%
294
-170
3164
$14K ﹤0.01%
159
+10
3165
$14K ﹤0.01%
687
-313
3166
$14K ﹤0.01%
11
-1
3167
$14K ﹤0.01%
571
+351
3168
$14K ﹤0.01%
15
-4
3169
$14K ﹤0.01%
55
-34
3170
$14K ﹤0.01%
605
-210
3171
$14K ﹤0.01%
59
-383
3172
$14K ﹤0.01%
566
3173
$14K ﹤0.01%
2,540
3174
$14K ﹤0.01%
+155
3175
$14K ﹤0.01%
341
125 126
127
128 129