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
3576
$7K ﹤0.01%
586
-1,914
3577
$7K ﹤0.01%
416
-610
3578
$7K ﹤0.01%
360
+97
3579
$7K ﹤0.01%
1,100
3580
$7K ﹤0.01%
356
-177
3581
$7K ﹤0.01%
81
-366
3582
$7K ﹤0.01%
147
-6
3583
$7K ﹤0.01%
192
-310
3584
$7K ﹤0.01%
55
-15
3585
$7K ﹤0.01%
200
3586
$7K ﹤0.01%
7,900
3587
$7K ﹤0.01%
278
-1,671
3588
$7K ﹤0.01%
276
3589
$7K ﹤0.01%
900
-9,968
3590
$7K ﹤0.01%
90
-10
3591
$7K ﹤0.01%
676
3592
$7K ﹤0.01%
98
-34
3593
$7K ﹤0.01%
173
+73
3594
$7K ﹤0.01%
93
-26
3595
$7K ﹤0.01%
300
-1,500
3596
$7K ﹤0.01%
554
-8,428
3597
$7K ﹤0.01%
294
-89
3598
$7K ﹤0.01%
12
+1
3599
$7K ﹤0.01%
71
-39
3600
$7K ﹤0.01%
3
+1
142 143
144
145 146