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
3351
$11K ﹤0.01%
245
+10
3352
$11K ﹤0.01%
599
-86
3353
$10K ﹤0.01%
150
3354
$10K ﹤0.01%
+310
3355
$10K ﹤0.01%
240
-31
3356
$10K ﹤0.01%
126
-443
3357
$10K ﹤0.01%
+500
3358
$10K ﹤0.01%
528
-1,235
3359
$10K ﹤0.01%
105
+54
3360
$10K ﹤0.01%
120
+70
3361
$10K ﹤0.01%
178
+29
3362
$10K ﹤0.01%
291
-103
3363
$10K ﹤0.01%
750
3364
$10K ﹤0.01%
3,505
-400
3365
$10K ﹤0.01%
41
-113
3366
$10K ﹤0.01%
496
-189
3367
$10K ﹤0.01%
478
3368
$10K ﹤0.01%
484
-445
3369
$10K ﹤0.01%
235
-44
3370
$10K ﹤0.01%
829
-1,569
3371
$10K ﹤0.01%
284
-12
3372
$10K ﹤0.01%
244
-1
3373
$10K ﹤0.01%
389
+206
3374
$10K ﹤0.01%
264
3375
$10K ﹤0.01%
1,050
133 134
135
136 137