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
3851
$4K ﹤0.01%
184
3852
$4K ﹤0.01%
161
-29
3853
$4K ﹤0.01%
100
-139
3854
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2,500
3855
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116
-25
3856
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135
-225
3857
$4K ﹤0.01%
366
-2
3858
$4K ﹤0.01%
78
-25
3859
$4K ﹤0.01%
150
3860
$4K ﹤0.01%
68
-17
3861
$4K ﹤0.01%
210
-440
3862
$4K ﹤0.01%
99
-115
3863
$4K ﹤0.01%
81
-346
3864
$4K ﹤0.01%
298
3865
$4K ﹤0.01%
6
-31
3866
$4K ﹤0.01%
300
3867
$4K ﹤0.01%
129
3868
$4K ﹤0.01%
95
-172
3869
$4K ﹤0.01%
175
-29
3870
$4K ﹤0.01%
250
3871
$4K ﹤0.01%
260
-125
3872
$4K ﹤0.01%
500
3873
$4K ﹤0.01%
105
+27
3874
$4K ﹤0.01%
199
+25
3875
$4K ﹤0.01%
78
-2
153 154
155
156 157