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
4001
$3K ﹤0.01%
373
-29,714
4002
$3K ﹤0.01%
494
-1,001
4003
$3K ﹤0.01%
336
4004
$3K ﹤0.01%
50
-19
4005
$3K ﹤0.01%
46
4006
$3K ﹤0.01%
648
+66
4007
$3K ﹤0.01%
106
-55
4008
$3K ﹤0.01%
550
-4,244
4009
$3K ﹤0.01%
21
4010
$3K ﹤0.01%
705
4011
$3K ﹤0.01%
29
+4
4012
$3K ﹤0.01%
154
4013
$3K ﹤0.01%
+41
4014
$3K ﹤0.01%
93
-29
4015
$3K ﹤0.01%
200
4016
$3K ﹤0.01%
212
4017
$3K ﹤0.01%
11
+9
4018
$3K ﹤0.01%
46
-67
4019
$3K ﹤0.01%
130
-86
4020
$3K ﹤0.01%
35
4021
$3K ﹤0.01%
155
4022
$3K ﹤0.01%
+100
4023
$3K ﹤0.01%
6
-49
4024
$3K ﹤0.01%
75
4025
$3K ﹤0.01%
100
-179
159 160
161
162 163