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
4201
$2K ﹤0.01%
104
4202
$2K ﹤0.01%
1,150
-170
4203
$2K ﹤0.01%
5
4204
$2K ﹤0.01%
368
+184
4205
$2K ﹤0.01%
80
+30
4206
$2K ﹤0.01%
112
-235
4207
$2K ﹤0.01%
25
4208
$2K ﹤0.01%
100
4209
$2K ﹤0.01%
20
4210
$2K ﹤0.01%
7
-114
4211
$2K ﹤0.01%
35
-6
4212
$2K ﹤0.01%
23
-52
4213
$2K ﹤0.01%
75
-22
4214
$2K ﹤0.01%
42
4215
$2K ﹤0.01%
154
+146
4216
$2K ﹤0.01%
464
-34
4217
$2K ﹤0.01%
1,220
4218
$2K ﹤0.01%
13
4219
$2K ﹤0.01%
+53
4220
$2K ﹤0.01%
175
4221
$2K ﹤0.01%
16
-1
4222
$2K ﹤0.01%
53
-998
4223
$2K ﹤0.01%
100
+50
4224
$2K ﹤0.01%
23
-46
4225
$2K ﹤0.01%
8
-522
167 168
169
170 171