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
3301
$11K ﹤0.01%
196
-731
3302
$11K ﹤0.01%
10
-1
3303
$11K ﹤0.01%
500
-40
3304
$11K ﹤0.01%
1,651
-845
3305
$11K ﹤0.01%
199
+2
3306
$11K ﹤0.01%
6
-1
3307
$11K ﹤0.01%
62
-42
3308
$11K ﹤0.01%
211
3309
$11K ﹤0.01%
226
-92
3310
$11K ﹤0.01%
419
3311
$11K ﹤0.01%
159
-3
3312
$11K ﹤0.01%
1,997
+1,933
3313
$11K ﹤0.01%
500
3314
$11K ﹤0.01%
367
-55
3315
$11K ﹤0.01%
2,415
-1,500
3316
$11K ﹤0.01%
21
-1
3317
$11K ﹤0.01%
70
-8
3318
$11K ﹤0.01%
210
3319
$11K ﹤0.01%
270
-600
3320
$11K ﹤0.01%
105
-8
3321
$11K ﹤0.01%
34
-4
3322
$11K ﹤0.01%
600
3323
$11K ﹤0.01%
181
-20
3324
$11K ﹤0.01%
899
-85,224
3325
$11K ﹤0.01%
+11
131 132
133
134 135