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
301
$1.17M 0.05%
4,754
-209
302
$1.16M 0.05%
19,609
+2,889
303
$1.16M 0.05%
38,467
-1,131
304
$1.15M 0.05%
7,605
-118
305
$1.15M 0.05%
37,418
+7,583
306
$1.14M 0.05%
8,692
+760
307
$1.14M 0.05%
27,869
+2,672
308
$1.14M 0.05%
24,451
+4,249
309
$1.12M 0.05%
29,045
+28,222
310
$1.12M 0.05%
38,623
+38,257
311
$1.12M 0.05%
19,032
+3,316
312
$1.11M 0.04%
6,736
-88
313
$1.1M 0.04%
12,715
-1,467
314
$1.1M 0.04%
6,129
-7,205
315
$1.09M 0.04%
8,999
+1,474
316
$1.08M 0.04%
38,812
+1,636
317
$1.08M 0.04%
37,900
-31,850
318
$1.08M 0.04%
14,403
+478
319
$1.08M 0.04%
26,273
+1,821
320
$1.08M 0.04%
33,437
+21,788
321
$1.07M 0.04%
11,784
+1,523
322
$1.06M 0.04%
31,318
-932
323
$1.05M 0.04%
4,970
-1,356
324
$1.05M 0.04%
22,260
325
$1.05M 0.04%
33,656
-160
11 12
13
14 15