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
4026
$3K ﹤0.01%
90
+13
4027
$3K ﹤0.01%
127
-1,184
4028
$3K ﹤0.01%
7
-17
4029
$3K ﹤0.01%
43
-10
4030
$3K ﹤0.01%
75
+50
4031
$3K ﹤0.01%
+150
4032
$3K ﹤0.01%
350
-500
4033
$3K ﹤0.01%
300
4034
$3K ﹤0.01%
20
4035
$3K ﹤0.01%
35
-9,683
4036
$3K ﹤0.01%
72
-185
4037
$3K ﹤0.01%
34
-130
4038
$3K ﹤0.01%
+17
4039
$3K ﹤0.01%
11
-3
4040
$3K ﹤0.01%
134
-3
4041
$3K ﹤0.01%
65
-435
4042
$3K ﹤0.01%
29
-70
4043
$3K ﹤0.01%
100
4044
$3K ﹤0.01%
233
4045
$3K ﹤0.01%
68
4046
$3K ﹤0.01%
12
4047
$3K ﹤0.01%
18
+17
4048
$3K ﹤0.01%
480
+468
4049
$3K ﹤0.01%
1,000
4050
$3K ﹤0.01%
20
-1,080
160 161
162
163 164