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
301
$2.62M 0.07%
28,906
-6,409
302
$2.62M 0.07%
284,713
-1,602
303
$2.62M 0.07%
50,140
+21,522
304
$2.6M 0.07%
32,291
-3,511
305
$2.6M 0.07%
41,207
-937
306
$2.6M 0.07%
28,293
+236
307
$2.6M 0.07%
37,915
+14,015
308
$2.6M 0.07%
24,181
+8,211
309
$2.57M 0.07%
31,637
-41,159
310
$2.57M 0.07%
132,119
+1,325
311
$2.56M 0.07%
27,128
-1,539
312
$2.54M 0.07%
34,527
-6,322
313
$2.54M 0.07%
21,050
+3,647
314
$2.54M 0.07%
50,496
-17,659
315
$2.51M 0.07%
36,064
+28,754
316
$2.49M 0.07%
66,897
-498
317
$2.49M 0.07%
124,340
-642
318
$2.49M 0.07%
124,390
-117,464
319
$2.49M 0.07%
23,507
-2,154
320
$2.48M 0.07%
15,683
-424
321
$2.48M 0.07%
25,075
-12,971
322
$2.47M 0.07%
29,083
-11,210
323
$2.47M 0.07%
32,765
-1
324
$2.47M 0.07%
78,296
+78,224
325
$2.45M 0.07%
53,331
+22,359
11 12
13
14 15