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
326
$2.45M 0.07%
19,128
-2,020
327
$2.44M 0.07%
17,235
-1,596
328
$2.44M 0.07%
87,027
+45,397
329
$2.42M 0.06%
51,014
+1,881
330
$2.42M 0.06%
62,416
-227
331
$2.4M 0.06%
139,416
-29,641
332
$2.34M 0.06%
35,781
+1,873
333
$2.34M 0.06%
21,622
+16,663
334
$2.34M 0.06%
76,966
+3,959
335
$2.32M 0.06%
21,333
+4,588
336
$2.32M 0.06%
113,207
-58
337
$2.32M 0.06%
10,354
-4,589
338
$2.31M 0.06%
78,288
+70,904
339
$2.28M 0.06%
75,977
-3,877
340
$2.27M 0.06%
39,317
-12,904
341
$2.26M 0.06%
64,939
+2,644
342
$2.26M 0.06%
32,236
+1,490
343
$2.26M 0.06%
33,309
+14,159
344
$2.26M 0.06%
9,195
-1,856
345
$2.24M 0.06%
89,053
-9,876
346
$2.24M 0.06%
242,000
+219,980
347
$2.23M 0.06%
+89,106
348
$2.22M 0.06%
34,957
-17,075
349
$2.22M 0.06%
40,597
+2,515
350
$2.22M 0.06%
148,031
+13,900
12 13
14
15 16