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
4226
– –
0
4227
$2K ﹤0.01%
400
4228
$2K ﹤0.01%
50
-34
4229
$2K ﹤0.01%
7
-83
4230
$2K ﹤0.01%
113
+37
4231
$2K ﹤0.01%
20
-10
4232
$2K ﹤0.01%
19
-64
4233
$2K ﹤0.01%
30
-158
4234
$2K ﹤0.01%
170
4235
– –
0
4236
$2K ﹤0.01%
121
4237
$2K ﹤0.01%
103
-160
4238
$2K ﹤0.01%
604
+448
4239
$2K ﹤0.01%
351
-249
4240
$2K ﹤0.01%
+41
4241
$2K ﹤0.01%
145
4242
$2K ﹤0.01%
82
4243
$2K ﹤0.01%
16
-153
4244
$2K ﹤0.01%
2,100
-400
4245
$2K ﹤0.01%
24
-1,748
4246
$2K ﹤0.01%
1
-231
4247
$2K ﹤0.01%
8
4248
$2K ﹤0.01%
53
4249
$2K ﹤0.01%
+119
4250
$2K ﹤0.01%
200
+100
168 169
170
171 172