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
3926
$4K ﹤0.01%
65
+5
3927
$4K ﹤0.01%
644
-928
3928
$4K ﹤0.01%
250
-1,900
3929
$4K ﹤0.01%
250
3930
$4K ﹤0.01%
+250
3931
$4K ﹤0.01%
375
3932
$4K ﹤0.01%
+36
3933
$4K ﹤0.01%
146
3934
$4K ﹤0.01%
249
3935
$4K ﹤0.01%
60
3936
$4K ﹤0.01%
475
3937
$4K ﹤0.01%
+348
3938
$4K ﹤0.01%
+60
3939
$4K ﹤0.01%
30
-342
3940
$4K ﹤0.01%
200
-600
3941
$4K ﹤0.01%
163
-51
3942
$4K ﹤0.01%
200
3943
$4K ﹤0.01%
+100
3944
$4K ﹤0.01%
173
+76
3945
$4K ﹤0.01%
121
-331
3946
$4K ﹤0.01%
124
-1,078
3947
$4K ﹤0.01%
+83
3948
$4K ﹤0.01%
+132
3949
$4K ﹤0.01%
102
3950
$4K ﹤0.01%
111
-27
156 157
158
159 160