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
401
$1.85M 0.05%
13,726
-1,852
402
$1.85M 0.05%
43,811
-1,636
403
$1.84M 0.05%
29,305
-3,762
404
$1.82M 0.05%
5,241
+420
405
$1.82M 0.05%
61,731
-6,300
406
$1.81M 0.05%
66,872
-19,319
407
$1.79M 0.05%
74,229
+8,536
408
$1.78M 0.05%
53,313
-148,207
409
$1.78M 0.05%
43,796
+6,263
410
$1.78M 0.05%
11,357
-152
411
$1.78M 0.05%
20,214
-2,161
412
$1.78M 0.05%
23,309
-709
413
$1.77M 0.05%
91,241
+1,192
414
$1.76M 0.05%
70,119
+5,132
415
$1.76M 0.05%
5,637
+1,357
416
$1.76M 0.05%
63,430
-18,290
417
$1.75M 0.05%
32,876
-25,698
418
$1.75M 0.05%
57,700
-2,169
419
$1.75M 0.05%
69,218
+1,266
420
$1.74M 0.05%
14,546
-17,500
421
$1.73M 0.05%
64,364
+1,319
422
$1.72M 0.05%
27,133
-4,672
423
$1.71M 0.05%
32,621
-19,183
424
$1.69M 0.05%
11,836
-719
425
$1.67M 0.04%
17,227
-974
15 16
17
18 19