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
3776
$5K ﹤0.01%
105
-44
3777
$5K ﹤0.01%
10
-130
3778
$5K ﹤0.01%
75
3779
$5K ﹤0.01%
117
-41
3780
$5K ﹤0.01%
+4
3781
$5K ﹤0.01%
1,500
-3,241
3782
$5K ﹤0.01%
69
-6
3783
$5K ﹤0.01%
55
-12
3784
$5K ﹤0.01%
39
-8
3785
$5K ﹤0.01%
168
-527
3786
$5K ﹤0.01%
1
-2
3787
$5K ﹤0.01%
262
+120
3788
$5K ﹤0.01%
250
3789
$5K ﹤0.01%
354
-633
3790
$5K ﹤0.01%
+9
3791
$5K ﹤0.01%
28
-36
3792
$5K ﹤0.01%
70
-2
3793
$5K ﹤0.01%
784
-281
3794
$5K ﹤0.01%
125
-15
3795
$5K ﹤0.01%
224
-502
3796
$5K ﹤0.01%
+19
3797
$5K ﹤0.01%
200
+98
3798
– –
-624
3799
$5K ﹤0.01%
114
-34
3800
$5K ﹤0.01%
52
-25
150 151
152
153 154