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
3326
$11K ﹤0.01%
428
3327
$11K ﹤0.01%
2,000
3328
$11K ﹤0.01%
800
3329
$11K ﹤0.01%
284
-32
3330
$11K ﹤0.01%
144
-73
3331
$11K ﹤0.01%
2,000
+500
3332
$11K ﹤0.01%
390
-1,340
3333
$11K ﹤0.01%
315
-69
3334
$11K ﹤0.01%
252
-135
3335
$11K ﹤0.01%
80
3336
$11K ﹤0.01%
54
-296
3337
$11K ﹤0.01%
226
-83
3338
$11K ﹤0.01%
2,156
+39
3339
– –
0
3340
$11K ﹤0.01%
111
+16
3341
$11K ﹤0.01%
3,000
+2,888
3342
$11K ﹤0.01%
225
3343
$11K ﹤0.01%
154
-744
3344
$11K ﹤0.01%
+1,007
3345
$11K ﹤0.01%
595
-145
3346
$11K ﹤0.01%
+1,000
3347
$11K ﹤0.01%
452
-2
3348
$11K ﹤0.01%
692
+519
3349
$11K ﹤0.01%
294
+33
3350
$11K ﹤0.01%
191
-187
132 133
134
135 136