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
4126
$2K ﹤0.01%
+54
4127
$2K ﹤0.01%
53
4128
$2K ﹤0.01%
+500
4129
– –
0
4130
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247
4131
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115
4132
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38
-26
4133
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4
-19
4134
$2K ﹤0.01%
264
4135
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21
+3
4136
$2K ﹤0.01%
18
-10
4137
$2K ﹤0.01%
250
4138
$2K ﹤0.01%
8
+3
4139
$2K ﹤0.01%
208
4140
$2K ﹤0.01%
+400
4141
$2K ﹤0.01%
100
4142
$2K ﹤0.01%
495
+295
4143
$2K ﹤0.01%
265
+65
4144
$2K ﹤0.01%
+169
4145
$2K ﹤0.01%
3
4146
$2K ﹤0.01%
+170
4147
$2K ﹤0.01%
32
-56
4148
$2K ﹤0.01%
21
-53
4149
$2K ﹤0.01%
19
4150
$2K ﹤0.01%
62
164 165
166
167 168