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
3826
$5K ﹤0.01%
200
+90
3827
– –
0
3828
$5K ﹤0.01%
114
3829
$5K ﹤0.01%
228
+36
3830
$5K ﹤0.01%
250
-42
3831
$5K ﹤0.01%
63
+40
3832
$5K ﹤0.01%
2,000
3833
$5K ﹤0.01%
300
+115
3834
$5K ﹤0.01%
65
+9
3835
$5K ﹤0.01%
200
3836
$5K ﹤0.01%
270
-6
3837
$5K ﹤0.01%
131
-36
3838
$5K ﹤0.01%
130
3839
$5K ﹤0.01%
202
-7,757
3840
$5K ﹤0.01%
200
3841
$5K ﹤0.01%
95
+3
3842
$4K ﹤0.01%
36
-12
3843
$4K ﹤0.01%
+80
3844
$4K ﹤0.01%
+1
3845
$4K ﹤0.01%
100
-100
3846
$4K ﹤0.01%
54
-31
3847
$4K ﹤0.01%
3,000
-1,000
3848
$4K ﹤0.01%
77
-2
3849
$4K ﹤0.01%
500
3850
$4K ﹤0.01%
500
152 153
154
155 156