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
4251
$2K ﹤0.01%
39
4252
$2K ﹤0.01%
22
-11
4253
$2K ﹤0.01%
71
+1
4254
$2K ﹤0.01%
65
-15
4255
$2K ﹤0.01%
+291
4256
$2K ﹤0.01%
120
4257
$2K ﹤0.01%
240
4258
$2K ﹤0.01%
58
-938
4259
$2K ﹤0.01%
15
-138
4260
$2K ﹤0.01%
100
-125
4261
$2K ﹤0.01%
332
4262
$2K ﹤0.01%
26
4263
$2K ﹤0.01%
100
4264
$2K ﹤0.01%
16
+1
4265
$2K ﹤0.01%
180
-6,382
4266
$2K ﹤0.01%
163
-587
4267
– –
0
4268
$2K ﹤0.01%
21
-10
4269
$1K ﹤0.01%
28
-672
4270
$1K ﹤0.01%
8
-125
4271
$1K ﹤0.01%
11
4272
$1K ﹤0.01%
2
-154
4273
$1K ﹤0.01%
+70
4274
$1K ﹤0.01%
147
+38
4275
$1K ﹤0.01%
8
-53
169 170
171
172 173