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
4051
$3K ﹤0.01%
7,000
4052
$3K ﹤0.01%
100
-300
4053
$3K ﹤0.01%
58
4054
$3K ﹤0.01%
+70
4055
$3K ﹤0.01%
241
-6
4056
$3K ﹤0.01%
100
4057
$3K ﹤0.01%
350
-316
4058
$3K ﹤0.01%
300
4059
$3K ﹤0.01%
171
-31
4060
$3K ﹤0.01%
120
-29
4061
$3K ﹤0.01%
27
-26
4062
$3K ﹤0.01%
67
4063
$3K ﹤0.01%
+120
4064
$3K ﹤0.01%
112
-592
4065
$3K ﹤0.01%
21
+12
4066
$3K ﹤0.01%
+228
4067
$3K ﹤0.01%
+82
4068
$3K ﹤0.01%
51
-1
4069
$3K ﹤0.01%
399
-5,601
4070
$3K ﹤0.01%
31
4071
$3K ﹤0.01%
377
-4,751
4072
$3K ﹤0.01%
122
+49
4073
$3K ﹤0.01%
104
-52
4074
$3K ﹤0.01%
1
-1
4075
$3K ﹤0.01%
+146
161 162
163
164 165