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
3251
$12K ﹤0.01%
2,023
-376
3252
$12K ﹤0.01%
300
3253
$12K ﹤0.01%
201
-28
3254
$12K ﹤0.01%
840
+12
3255
$12K ﹤0.01%
42
-1
3256
$12K ﹤0.01%
374
-196
3257
$12K ﹤0.01%
20
-34
3258
$12K ﹤0.01%
210
3259
$12K ﹤0.01%
28
-250
3260
$12K ﹤0.01%
94
+22
3261
$12K ﹤0.01%
1,408
3262
$12K ﹤0.01%
645
-760
3263
$12K ﹤0.01%
783
3264
$12K ﹤0.01%
189
+1
3265
$12K ﹤0.01%
249
-45
3266
$12K ﹤0.01%
203
+82
3267
$12K ﹤0.01%
224
-151
3268
$12K ﹤0.01%
1,800
-901
3269
$12K ﹤0.01%
1,102
+476
3270
$12K ﹤0.01%
9
-92
3271
$12K ﹤0.01%
518
3272
$12K ﹤0.01%
55
-129
3273
$12K ﹤0.01%
154
3274
$12K ﹤0.01%
800
-1,397
3275
$12K ﹤0.01%
131
+22
129 130
131
132 133