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
3176
$14K ﹤0.01%
1
3177
$14K ﹤0.01%
295
3178
$14K ﹤0.01%
660
-150
3179
$14K ﹤0.01%
301
-116
3180
$14K ﹤0.01%
406
+86
3181
$14K ﹤0.01%
2,000
+250
3182
$14K ﹤0.01%
338
3183
$14K ﹤0.01%
2
-165
3184
$14K ﹤0.01%
762
3185
$14K ﹤0.01%
3,000
+300
3186
$14K ﹤0.01%
913
-426
3187
$14K ﹤0.01%
85
-85
3188
$13K ﹤0.01%
63
+59
3189
$13K ﹤0.01%
315
+45
3190
$13K ﹤0.01%
11
-2,701
3191
$13K ﹤0.01%
821
-821
3192
$13K ﹤0.01%
700
3193
$13K ﹤0.01%
+500
3194
$13K ﹤0.01%
81
3195
$13K ﹤0.01%
541
+108
3196
$13K ﹤0.01%
355
-78
3197
$13K ﹤0.01%
10,000
3198
$13K ﹤0.01%
74
-500
3199
$13K ﹤0.01%
224
-26
3200
$13K ﹤0.01%
504
-1,213
126 127
128
129 130