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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$1.04M 0.04%
15,893
-826
327
$1.04M 0.04%
23,102
+1,436
328
$1.04M 0.04%
1,442
+129
329
$1.04M 0.04%
9,320
+4,350
330
$1.03M 0.04%
5,107
+1,494
331
$1.03M 0.04%
14,573
332
$1.02M 0.04%
18,763
+787
333
$1.02M 0.04%
42,505
+19,886
334
$1.01M 0.04%
61,843
+8,829
335
$1M 0.04%
15,081
+828
336
$1M 0.04%
81,340
+9,218
337
$998K 0.04%
10,894
-11,916
338
$997K 0.04%
39,770
+7,535
339
$985K 0.04%
17,880
+3,920
340
$985K 0.04%
13,751
+13,567
341
$984K 0.04%
48,113
-1,710
342
$983K 0.04%
24,413
+2,423
343
$977K 0.04%
3,980
+49
344
$977K 0.04%
28,147
-496
345
$976K 0.04%
6,202
+1,671
346
$965K 0.04%
9,299
-191
347
$963K 0.04%
28,653
+2,114
348
$956K 0.04%
25,469
+4,471
349
$955K 0.04%
58,656
-5,329
350
$949K 0.04%
35,091
+34,226
12 13
14
15 16