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
4151
$2K ﹤0.01%
35
4152
$2K ﹤0.01%
3
4153
$2K ﹤0.01%
65
4154
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43
4155
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68
4156
$2K ﹤0.01%
19
-10
4157
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100
-2,000
4158
$2K ﹤0.01%
168
+56
4159
$2K ﹤0.01%
504
4160
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60
+4
4161
$2K ﹤0.01%
6
-3
4162
$2K ﹤0.01%
200
4163
$2K ﹤0.01%
110
-30
4164
$2K ﹤0.01%
19
4165
$2K ﹤0.01%
400
-200
4166
$2K ﹤0.01%
49
4167
$2K ﹤0.01%
400
-707
4168
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67
4169
$2K ﹤0.01%
68
4170
$2K ﹤0.01%
130
4171
$2K ﹤0.01%
165
-3,000
4172
– –
0
4173
$2K ﹤0.01%
+47
4174
$2K ﹤0.01%
59
-46
4175
$2K ﹤0.01%
81
165 166
167
168 169