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
4076
$3K ﹤0.01%
37
-214
4077
$3K ﹤0.01%
157
4078
$3K ﹤0.01%
50
4079
$3K ﹤0.01%
34
4080
$3K ﹤0.01%
165
4081
$3K ﹤0.01%
53
-304
4082
$3K ﹤0.01%
1,698
4083
$3K ﹤0.01%
56
-28
4084
$3K ﹤0.01%
+150
4085
$3K ﹤0.01%
115
-69
4086
$3K ﹤0.01%
51
-10,514
4087
$3K ﹤0.01%
+100
4088
$3K ﹤0.01%
+90
4089
$3K ﹤0.01%
162
-18
4090
$3K ﹤0.01%
712
4091
$3K ﹤0.01%
587
+87
4092
$3K ﹤0.01%
860
-2,000
4093
$3K ﹤0.01%
158
-13
4094
$3K ﹤0.01%
+17
4095
$3K ﹤0.01%
172
-26
4096
$3K ﹤0.01%
14
-2
4097
$2K ﹤0.01%
128
4098
$2K ﹤0.01%
136
4099
$2K ﹤0.01%
+103
4100
$2K ﹤0.01%
+165
162 163
164
165 166