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
3226
$13K ﹤0.01%
81
+5
3227
$13K ﹤0.01%
1,294
-177
3228
$13K ﹤0.01%
100
+6
3229
$13K ﹤0.01%
340
+5
3230
$13K ﹤0.01%
318
-88
3231
$13K ﹤0.01%
149
-94
3232
$13K ﹤0.01%
16
3233
$13K ﹤0.01%
2,000
3234
$13K ﹤0.01%
265
3235
$13K ﹤0.01%
699
-878
3236
$13K ﹤0.01%
+481
3237
$13K ﹤0.01%
1,000
3238
$13K ﹤0.01%
374
+274
3239
$13K ﹤0.01%
583
+209
3240
$13K ﹤0.01%
496
-111
3241
$13K ﹤0.01%
146
-136
3242
$12K ﹤0.01%
31
-1
3243
$12K ﹤0.01%
81
3244
$12K ﹤0.01%
93
-20
3245
$12K ﹤0.01%
+260
3246
$12K ﹤0.01%
1
-6
3247
$12K ﹤0.01%
268
-413
3248
$12K ﹤0.01%
249
+8
3249
$12K ﹤0.01%
+1,020
3250
$12K ﹤0.01%
210
+6
128 129
130
131 132