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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$718K 0.03%
11,971
-737
402
$717K 0.03%
8,488
+2,119
403
$715K 0.03%
7,892
+46
404
$709K 0.03%
31,817
+19,665
405
$703K 0.03%
26,455
+3,067
406
$702K 0.03%
3,060
-661
407
$694K 0.03%
4,277
408
$690K 0.03%
15,442
+2,120
409
$688K 0.03%
11,110
-991
410
$687K 0.03%
24,117
-5,332
411
$686K 0.03%
27,040
412
$684K 0.03%
4,057
-378
413
$682K 0.03%
5,169
+36
414
$681K 0.03%
21,452
+543
415
$678K 0.03%
15,251
+15,006
416
$677K 0.03%
26,183
417
$675K 0.03%
4,554
+857
418
$661K 0.03%
25,868
+7,080
419
$657K 0.03%
4,242
+112
420
$649K 0.03%
26,753
+1,269
421
$647K 0.03%
9,578
+8,496
422
$644K 0.03%
23,184
+992
423
$642K 0.03%
7,365
+42
424
$634K 0.03%
13,647
+2,910
425
$633K 0.03%
19,301
+3,827
15 16
17
18 19