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
351
$948K 0.04%
8,591
+194
352
$946K 0.04%
31,620
+7,455
353
$945K 0.04%
4,239
-121
354
$943K 0.04%
15,360
-11,616
355
$916K 0.04%
3,993
-383
356
$907K 0.04%
11,185
+107
357
$899K 0.04%
8,359
-514
358
$895K 0.04%
24,875
-17,471
359
$894K 0.04%
6,323
+57
360
$893K 0.04%
44,897
+304
361
$885K 0.04%
43,742
+43,379
362
$884K 0.04%
17,504
+4,388
363
$881K 0.04%
19,112
-16,807
364
$881K 0.04%
15,666
-8,239
365
$879K 0.04%
17,352
+2,706
366
$878K 0.04%
7,677
+322
367
$861K 0.03%
6,376
+394
368
$841K 0.03%
11,117
+1,330
369
$836K 0.03%
9,615
-1,980
370
$832K 0.03%
20,953
+2,394
371
$829K 0.03%
2,018
+65
372
$828K 0.03%
10,562
+4,384
373
$825K 0.03%
13,019
+123
374
$823K 0.03%
13,188
-1,230
375
$820K 0.03%
11,725
+863
13 14
15
16 17