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
3976
$3K ﹤0.01%
303
3977
$3K ﹤0.01%
+189
3978
$3K ﹤0.01%
200
3979
$3K ﹤0.01%
335
3980
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63
3981
$3K ﹤0.01%
250
-17
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43
-14
3983
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-6
3984
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13
+3
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$3K ﹤0.01%
5
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3986
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100
3988
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69
3989
$3K ﹤0.01%
137
3990
$3K ﹤0.01%
153
-76
3991
$3K ﹤0.01%
61
3992
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+93
3993
$3K ﹤0.01%
400
3994
$3K ﹤0.01%
133
-4
3995
$3K ﹤0.01%
86
-476
3996
$3K ﹤0.01%
51
3997
$3K ﹤0.01%
315
-805
3998
$3K ﹤0.01%
54
-125
3999
$3K ﹤0.01%
205
4000
$3K ﹤0.01%
20
+3
158 159
160
161 162