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
351
$2.17M 0.06%
41,856
+2,045
352
$2.17M 0.06%
18,325
-1,599
353
$2.17M 0.06%
48,974
+5,765
354
$2.16M 0.06%
77,370
+305
355
$2.16M 0.06%
43,674
+23,150
356
$2.15M 0.06%
84,194
-75,491
357
$2.14M 0.06%
84,490
-922
358
$2.14M 0.06%
19,223
-1,401
359
$2.13M 0.06%
84,774
+11,962
360
$2.12M 0.06%
26,644
-254
361
$2.1M 0.06%
24,311
-1,462
362
$2.1M 0.06%
72,959
-48,087
363
$2.09M 0.06%
44,401
-20,073
364
$2.06M 0.06%
93,357
+1,825
365
$2.06M 0.05%
40,322
+1,665
366
$2.05M 0.05%
52,933
-9,546
367
$2.02M 0.05%
26,644
-9,661
368
$2M 0.05%
9,842
+462
369
$1.99M 0.05%
54,451
+13,171
370
$1.98M 0.05%
87,340
-2,059
371
$1.97M 0.05%
10,689
+221
372
$1.97M 0.05%
64,958
-9,735
373
$1.97M 0.05%
99,211
+3,058
374
$1.96M 0.05%
30,974
-4,489
375
$1.96M 0.05%
38,963
+36,238
13 14
15
16 17