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
3551
$8K ﹤0.01%
298
-494
3552
$8K ﹤0.01%
90
-10
3553
$8K ﹤0.01%
+440
3554
$8K ﹤0.01%
295
3555
$8K ﹤0.01%
500
-17
3556
$8K ﹤0.01%
109
+12
3557
$8K ﹤0.01%
191
+30
3558
$8K ﹤0.01%
90
3559
$8K ﹤0.01%
142
+35
3560
$8K ﹤0.01%
109
-84
3561
$8K ﹤0.01%
8
-180
3562
$8K ﹤0.01%
400
-14,790
3563
$8K ﹤0.01%
257
+156
3564
$8K ﹤0.01%
703
-8,008
3565
$8K ﹤0.01%
237
-2,482
3566
$8K ﹤0.01%
300
3567
$8K ﹤0.01%
348
+73
3568
$8K ﹤0.01%
266
3569
$8K ﹤0.01%
673
-64
3570
$8K ﹤0.01%
35
-15
3571
$8K ﹤0.01%
202
-1
3572
$8K ﹤0.01%
70
-150
3573
$8K ﹤0.01%
+1,000
3574
$7K ﹤0.01%
+500
3575
$7K ﹤0.01%
+300
141 142
143
144 145