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
3901
$4K ﹤0.01%
464
3902
$4K ﹤0.01%
64
3903
$4K ﹤0.01%
22
+12
3904
$4K ﹤0.01%
80
-27
3905
$4K ﹤0.01%
343
3906
$4K ﹤0.01%
150
-250
3907
$4K ﹤0.01%
+1
3908
$4K ﹤0.01%
74
-97
3909
$4K ﹤0.01%
+47
3910
$4K ﹤0.01%
34
+1
3911
$4K ﹤0.01%
223
+23
3912
$4K ﹤0.01%
200
-1,500
3913
– –
0
3914
$4K ﹤0.01%
+10
3915
$4K ﹤0.01%
43
3916
$4K ﹤0.01%
28
+2
3917
$4K ﹤0.01%
300
-450
3918
$4K ﹤0.01%
222
3919
$4K ﹤0.01%
+200
3920
$4K ﹤0.01%
+200
3921
$4K ﹤0.01%
1,300
3922
– –
0
3923
$4K ﹤0.01%
73
-17
3924
$4K ﹤0.01%
17
-13
3925
$4K ﹤0.01%
350
155 156
157
158 159