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
3476
$9K ﹤0.01%
250
3477
$9K ﹤0.01%
300
3478
$9K ﹤0.01%
159
+8
3479
$9K ﹤0.01%
500
3480
$9K ﹤0.01%
864
+434
3481
$8K ﹤0.01%
89
-919
3482
$8K ﹤0.01%
3
-1
3483
$8K ﹤0.01%
796
+161
3484
$8K ﹤0.01%
2,251
-509
3485
$8K ﹤0.01%
9
-1
3486
$8K ﹤0.01%
192
-402
3487
$8K ﹤0.01%
111
-51
3488
$8K ﹤0.01%
188
-27
3489
$8K ﹤0.01%
+480
3490
$8K ﹤0.01%
+9
3491
$8K ﹤0.01%
1,394
-1,027
3492
$8K ﹤0.01%
20
-1
3493
$8K ﹤0.01%
426
-6,131
3494
$8K ﹤0.01%
149
+1
3495
$8K ﹤0.01%
417
3496
$8K ﹤0.01%
85
-13,132
3497
$8K ﹤0.01%
275
3498
$8K ﹤0.01%
+6
3499
$8K ﹤0.01%
74
3500
$8K ﹤0.01%
103
-1,710
138 139
140
141 142