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
3876
$4K ﹤0.01%
50
-6
3877
$4K ﹤0.01%
+60
3878
$4K ﹤0.01%
34
-153
3879
$4K ﹤0.01%
500
+100
3880
$4K ﹤0.01%
26
-230
3881
$4K ﹤0.01%
100
-93
3882
$4K ﹤0.01%
169
-49
3883
$4K ﹤0.01%
181
3884
$4K ﹤0.01%
102
3885
$4K ﹤0.01%
175
3886
$4K ﹤0.01%
191
3887
$4K ﹤0.01%
18
-9
3888
$4K ﹤0.01%
233
-12
3889
$4K ﹤0.01%
67
-212
3890
$4K ﹤0.01%
259
-50
3891
$4K ﹤0.01%
62
+9
3892
$4K ﹤0.01%
322
3893
$4K ﹤0.01%
66
-88
3894
$4K ﹤0.01%
85
-19
3895
$4K ﹤0.01%
225
-817
3896
$4K ﹤0.01%
+124
3897
$4K ﹤0.01%
+800
3898
$4K ﹤0.01%
100
-161
3899
$4K ﹤0.01%
48
3900
$4K ﹤0.01%
130
-151
154 155
156
157 158