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
3201
$13K ﹤0.01%
600
3202
$13K ﹤0.01%
302
3203
$13K ﹤0.01%
1,130
3204
$13K ﹤0.01%
402
-62
3205
$13K ﹤0.01%
679
-128
3206
$13K ﹤0.01%
1,613
+138
3207
$13K ﹤0.01%
266
3208
$13K ﹤0.01%
625
-1,810
3209
$13K ﹤0.01%
194
+1
3210
$13K ﹤0.01%
218
-214
3211
$13K ﹤0.01%
350
3212
$13K ﹤0.01%
116
-27
3213
$13K ﹤0.01%
557
+108
3214
$13K ﹤0.01%
+511
3215
$13K ﹤0.01%
82
3216
$13K ﹤0.01%
1,057
-31,644
3217
$13K ﹤0.01%
436
+23
3218
$13K ﹤0.01%
502
+74
3219
$13K ﹤0.01%
116
-16
3220
$13K ﹤0.01%
407
+3
3221
$13K ﹤0.01%
500
3222
$13K ﹤0.01%
243
+205
3223
$13K ﹤0.01%
500
3224
$13K ﹤0.01%
1,872
-977
3225
$13K ﹤0.01%
1,875
127 128
129
130 131