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
3501
$8K ﹤0.01%
46
-115
3502
$8K ﹤0.01%
326
3503
$8K ﹤0.01%
27
-5
3504
– –
0
3505
$8K ﹤0.01%
119
3506
$8K ﹤0.01%
3,038
-5,309
3507
$8K ﹤0.01%
1
-21
3508
$8K ﹤0.01%
169
+2
3509
$8K ﹤0.01%
+200
3510
$8K ﹤0.01%
111
3511
$8K ﹤0.01%
234
3512
$8K ﹤0.01%
1
-3
3513
$8K ﹤0.01%
68
-598
3514
$8K ﹤0.01%
2,850
-300
3515
$8K ﹤0.01%
485
3516
$8K ﹤0.01%
944
3517
$8K ﹤0.01%
220
-1,686
3518
$8K ﹤0.01%
116
-79
3519
$8K ﹤0.01%
300
3520
$8K ﹤0.01%
1,199
3521
$8K ﹤0.01%
602
3522
$8K ﹤0.01%
15
+2
3523
$8K ﹤0.01%
26
-224
3524
$8K ﹤0.01%
+283
3525
$8K ﹤0.01%
78
-22
139 140
141
142 143