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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$816K 0.03%
28,328
+6,744
377
$813K 0.03%
20,029
-643
378
$807K 0.03%
5,548
+748
379
$799K 0.03%
8,576
-1,277
380
$794K 0.03%
12,928
+1,959
381
$781K 0.03%
11,718
+8,880
382
$781K 0.03%
7,398
+91
383
$775K 0.03%
15,175
+2
384
$771K 0.03%
+10,512
385
$769K 0.03%
2,521
-568
386
$767K 0.03%
14,503
+75
387
$764K 0.03%
25,775
+7,995
388
$764K 0.03%
7,419
-1,195
389
$763K 0.03%
6,649
-73
390
$758K 0.03%
1,773
+93
391
$751K 0.03%
39,271
+32,711
392
$750K 0.03%
+27,979
393
$747K 0.03%
10,467
-1,143
394
$747K 0.03%
13,947
+2,409
395
$743K 0.03%
7,395
+5,520
396
$740K 0.03%
44,034
-5,847
397
$735K 0.03%
27,200
-36
398
$725K 0.03%
4,187
+2,054
399
$720K 0.03%
24,779
+18,065
400
$718K 0.03%
16,132
-701
14 15
16
17 18