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
3601
$7K ﹤0.01%
508
-7,242
3602
$7K ﹤0.01%
376
-11,487
3603
$7K ﹤0.01%
233
-15,261
3604
$7K ﹤0.01%
114
-44
3605
$7K ﹤0.01%
544
-411
3606
$7K ﹤0.01%
1,000
-500
3607
$7K ﹤0.01%
230
-819
3608
$7K ﹤0.01%
179
-17
3609
$7K ﹤0.01%
166
-600
3610
$7K ﹤0.01%
83
-57
3611
$7K ﹤0.01%
364
+37
3612
$7K ﹤0.01%
365
-8
3613
$7K ﹤0.01%
148
+2
3614
$7K ﹤0.01%
420
-2
3615
$7K ﹤0.01%
200
3616
$7K ﹤0.01%
143
-152
3617
$7K ﹤0.01%
120
3618
$7K ﹤0.01%
373
-334
3619
$7K ﹤0.01%
193
3620
$7K ﹤0.01%
500
-1,300
3621
$7K ﹤0.01%
100
-50
3622
$7K ﹤0.01%
208
-101
3623
$7K ﹤0.01%
350
3624
$7K ﹤0.01%
350
3625
$7K ﹤0.01%
339
+248
143 144
145
146 147