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
3526
$8K ﹤0.01%
313
-94
3527
$8K ﹤0.01%
435
3528
$8K ﹤0.01%
180
-60
3529
$8K ﹤0.01%
+3
3530
$8K ﹤0.01%
+366
3531
$8K ﹤0.01%
600
+300
3532
$8K ﹤0.01%
351
+215
3533
$8K ﹤0.01%
+800
3534
$8K ﹤0.01%
200
+50
3535
$8K ﹤0.01%
235
-21
3536
$8K ﹤0.01%
300
3537
$8K ﹤0.01%
772
+356
3538
$8K ﹤0.01%
114
-5
3539
$8K ﹤0.01%
330
-116
3540
$8K ﹤0.01%
200
3541
$8K ﹤0.01%
131
-165
3542
$8K ﹤0.01%
184
-168
3543
$8K ﹤0.01%
488
-151
3544
$8K ﹤0.01%
18
3545
$8K ﹤0.01%
200
3546
$8K ﹤0.01%
1,212
+1,020
3547
$8K ﹤0.01%
17
-534
3548
$8K ﹤0.01%
307
+10
3549
$8K ﹤0.01%
487
3550
$8K ﹤0.01%
86
-220
140 141
142
143 144