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
3951
$4K ﹤0.01%
1
3952
$4K ﹤0.01%
65
-21
3953
$4K ﹤0.01%
58
-18
3954
$4K ﹤0.01%
200
3955
$4K ﹤0.01%
308
3956
$4K ﹤0.01%
98
-47
3957
$4K ﹤0.01%
15
3958
$4K ﹤0.01%
500
3959
$4K ﹤0.01%
192
3960
$4K ﹤0.01%
200
-33
3961
$4K ﹤0.01%
147
3962
$4K ﹤0.01%
75
-224
3963
$4K ﹤0.01%
58
-61
3964
$4K ﹤0.01%
260
+81
3965
$4K ﹤0.01%
2,400
+1,200
3966
$4K ﹤0.01%
174
-25
3967
$3K ﹤0.01%
500
3968
$3K ﹤0.01%
230
3969
$3K ﹤0.01%
32
3970
$3K ﹤0.01%
18
-75
3971
$3K ﹤0.01%
42
3972
$3K ﹤0.01%
140
-12
3973
$3K ﹤0.01%
10
-14
3974
$3K ﹤0.01%
59
-183
3975
$3K ﹤0.01%
2
157 158
159
160 161