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
3226
– –
-500
3227
– –
0
3228
– –
0
3229
– –
0
3230
– –
0
3231
– –
0
3232
$0 ﹤0.01%
21
3233
– –
0
3234
– –
0
3235
– –
0
3236
– –
0
3237
– –
0
3238
– –
0
3239
– –
0
3240
– –
-1,051
3241
– –
0
3242
– –
0
3243
– –
0
3244
– –
0
3245
– –
0
3246
$0 ﹤0.01%
166
-1
3247
– –
0
3248
– –
0
3249
– –
0
3250
$0 ﹤0.01%
490
128 129
130
131 132