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
3276
$12K ﹤0.01%
252
3277
$12K ﹤0.01%
267
3278
$12K ﹤0.01%
768
-147
3279
$12K ﹤0.01%
55
-17
3280
$12K ﹤0.01%
161
+90
3281
$12K ﹤0.01%
+132
3282
$12K ﹤0.01%
3
-29
3283
$12K ﹤0.01%
125
+14
3284
$12K ﹤0.01%
117
-63
3285
$12K ﹤0.01%
205
-71
3286
$12K ﹤0.01%
125
-192
3287
$12K ﹤0.01%
373
+42
3288
$12K ﹤0.01%
321
-102
3289
$12K ﹤0.01%
64
-37
3290
$12K ﹤0.01%
465
3291
$12K ﹤0.01%
908
-228
3292
$12K ﹤0.01%
500
-500
3293
$12K ﹤0.01%
235
-4
3294
$12K ﹤0.01%
900
3295
$12K ﹤0.01%
360
-82
3296
$11K ﹤0.01%
36
+6
3297
$11K ﹤0.01%
243
-350
3298
$11K ﹤0.01%
388
3299
$11K ﹤0.01%
4,895
-1,992
3300
$11K ﹤0.01%
648
-61
130 131
132
133 134