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
3726
$6K ﹤0.01%
424
3727
$6K ﹤0.01%
500
3728
$6K ﹤0.01%
300
3729
$6K ﹤0.01%
300
3730
$6K ﹤0.01%
237
+121
3731
$6K ﹤0.01%
74
-2
3732
$6K ﹤0.01%
+202
3733
$6K ﹤0.01%
228
-50
3734
$6K ﹤0.01%
331
+71
3735
$6K ﹤0.01%
109
-115
3736
$6K ﹤0.01%
107
+25
3737
$6K ﹤0.01%
55
-1,954
3738
$6K ﹤0.01%
1,900
3739
$6K ﹤0.01%
562
3740
$6K ﹤0.01%
148
-227
3741
$6K ﹤0.01%
191
-101
3742
$6K ﹤0.01%
57
+50
3743
$6K ﹤0.01%
39
+38
3744
$6K ﹤0.01%
134
-541
3745
$6K ﹤0.01%
121
3746
$6K ﹤0.01%
111
-381
3747
$6K ﹤0.01%
98
-36
3748
$6K ﹤0.01%
98
-1,477
3749
$6K ﹤0.01%
100
3750
$5K ﹤0.01%
137
-51
148 149
150
151 152