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
4176
$2K ﹤0.01%
4
-22
4177
$2K ﹤0.01%
13
-910
4178
$2K ﹤0.01%
250
4179
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142
4180
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47
-29
4181
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82
+26
4182
$2K ﹤0.01%
+2
4183
$2K ﹤0.01%
52
4184
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60
4185
$2K ﹤0.01%
198
-13
4186
$2K ﹤0.01%
+73
4187
$2K ﹤0.01%
130
4188
$2K ﹤0.01%
43
-1,825
4189
$2K ﹤0.01%
110
-793
4190
$2K ﹤0.01%
41
4191
$2K ﹤0.01%
500
4192
$2K ﹤0.01%
90
-400
4193
$2K ﹤0.01%
125
4194
– –
-1
4195
$2K ﹤0.01%
88
-2
4196
– –
0
4197
$2K ﹤0.01%
120
4198
$2K ﹤0.01%
27
4199
$2K ﹤0.01%
+175
4200
$2K ﹤0.01%
+128
166 167
168
169 170