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
3751
$5K ﹤0.01%
38
-3
3752
$5K ﹤0.01%
354
-61
3753
$5K ﹤0.01%
35
3754
$5K ﹤0.01%
250
3755
$5K ﹤0.01%
304
-146
3756
$5K ﹤0.01%
100
3757
$5K ﹤0.01%
200
3758
$5K ﹤0.01%
201
3759
$5K ﹤0.01%
86
-5
3760
$5K ﹤0.01%
198
-2,372
3761
$5K ﹤0.01%
200
3762
$5K ﹤0.01%
340
-23
3763
$5K ﹤0.01%
243
-43
3764
$5K ﹤0.01%
200
3765
$5K ﹤0.01%
84
-176
3766
$5K ﹤0.01%
167
3767
$5K ﹤0.01%
+2,601
3768
$5K ﹤0.01%
100
3769
$5K ﹤0.01%
300
-32
3770
$5K ﹤0.01%
315
-180
3771
$5K ﹤0.01%
100
3772
$5K ﹤0.01%
194
-4
3773
$5K ﹤0.01%
25
-400
3774
$5K ﹤0.01%
118
-657
3775
$5K ﹤0.01%
1,037
-940
149 150
151
152 153