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
3376
$10K ﹤0.01%
11
-34
3377
$10K ﹤0.01%
250
-5
3378
$10K ﹤0.01%
22
-34
3379
$10K ﹤0.01%
520
3380
$10K ﹤0.01%
1,777
-27
3381
$10K ﹤0.01%
4,600
3382
$10K ﹤0.01%
221
+18
3383
$10K ﹤0.01%
728
-15,000
3384
$10K ﹤0.01%
400
+325
3385
$10K ﹤0.01%
1,000
3386
$10K ﹤0.01%
42
-153
3387
$10K ﹤0.01%
1,072
-4,928
3388
$10K ﹤0.01%
93
-3,302
3389
$10K ﹤0.01%
249
+43
3390
$10K ﹤0.01%
246
3391
$10K ﹤0.01%
142
-75
3392
$10K ﹤0.01%
66
-18
3393
$10K ﹤0.01%
109
+28
3394
$10K ﹤0.01%
333
-303
3395
$10K ﹤0.01%
726
+683
3396
$10K ﹤0.01%
600
-4,000
3397
$10K ﹤0.01%
21
-199
3398
$10K ﹤0.01%
300
-415
3399
$10K ﹤0.01%
105
-4
3400
$10K ﹤0.01%
500
-280
134 135
136
137 138