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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3651
– –
0
3652
– –
0
3653
$0 ﹤0.01%
375
3654
– –
0
3655
– –
0
3656
– –
0
3657
– –
0
3658
– –
0
3659
– –
0
3660
– –
0
3661
– –
0
3662
– –
0
3663
– –
0
3664
– –
0
3665
– –
0
3666
– –
0
3667
– –
0
3668
– –
0
3669
– –
0
3670
– –
0
3671
– –
0
3672
– –
0
3673
$0 ﹤0.01%
300
3674
– –
0
3675
– –
0
145 146
147
148 149