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
4276
$1K ﹤0.01%
+29
4277
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38
4278
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23
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4279
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10
4280
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-10
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4282
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+14
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124
-76
4286
$1K ﹤0.01%
+25
4287
$1K ﹤0.01%
+33
4288
$1K ﹤0.01%
+30
4289
$1K ﹤0.01%
166
4290
$1K ﹤0.01%
11
4291
– –
0
4292
$1K ﹤0.01%
2
-652
4293
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10
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4294
$1K ﹤0.01%
25
-500
4295
$1K ﹤0.01%
8
-33
4296
$1K ﹤0.01%
9
-311
4297
$1K ﹤0.01%
1
4298
$1K ﹤0.01%
17
4299
$1K ﹤0.01%
3
4300
$1K ﹤0.01%
34
170 171
172
173 174