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
3401
$10K ﹤0.01%
400
3402
$10K ﹤0.01%
303
+150
3403
$10K ﹤0.01%
185
-40
3404
$10K ﹤0.01%
+400
3405
$10K ﹤0.01%
1,000
-2,000
3406
$10K ﹤0.01%
3
-7
3407
$10K ﹤0.01%
+4
3408
$10K ﹤0.01%
162
-3,189
3409
$10K ﹤0.01%
440
3410
$10K ﹤0.01%
13
-504
3411
$10K ﹤0.01%
654
-1,079
3412
$10K ﹤0.01%
171
-9
3413
$10K ﹤0.01%
400
3414
$10K ﹤0.01%
24
+22
3415
$10K ﹤0.01%
604
+80
3416
$10K ﹤0.01%
+350
3417
$10K ﹤0.01%
375
+168
3418
$10K ﹤0.01%
480
-136
3419
$10K ﹤0.01%
525
+150
3420
$10K ﹤0.01%
633
+27
3421
$10K ﹤0.01%
12
-3
3422
$10K ﹤0.01%
+25
3423
$9K ﹤0.01%
266
-617
3424
$9K ﹤0.01%
90
3425
$9K ﹤0.01%
40
-198
135 136
137
138 139