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
3801
$5K ﹤0.01%
1,300
3802
$5K ﹤0.01%
350
-171
3803
$5K ﹤0.01%
72
-21
3804
$5K ﹤0.01%
82
3805
$5K ﹤0.01%
405
3806
$5K ﹤0.01%
200
3807
$5K ﹤0.01%
10
-75
3808
$5K ﹤0.01%
85
3809
$5K ﹤0.01%
124
-173
3810
$5K ﹤0.01%
90
+35
3811
$5K ﹤0.01%
17
-1
3812
$5K ﹤0.01%
1
-13
3813
$5K ﹤0.01%
137
-75
3814
$5K ﹤0.01%
+55
3815
$5K ﹤0.01%
265
3816
$5K ﹤0.01%
282
-94
3817
$5K ﹤0.01%
50
3818
$5K ﹤0.01%
295
3819
– –
0
3820
$5K ﹤0.01%
134
-42
3821
$5K ﹤0.01%
100
-2,000
3822
$5K ﹤0.01%
303
-23
3823
$5K ﹤0.01%
649
+600
3824
$5K ﹤0.01%
68
-68
3825
$5K ﹤0.01%
68
-11
151 152
153
154 155