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
4326
$1K ﹤0.01%
+50
4327
$1K ﹤0.01%
143
-13,084
4328
$1K ﹤0.01%
67
-204
4329
$1K ﹤0.01%
12
-1,988
4330
$1K ﹤0.01%
21
+5
4331
$1K ﹤0.01%
10
4332
$1K ﹤0.01%
115
4333
$1K ﹤0.01%
7
-8
4334
$1K ﹤0.01%
40
4335
$1K ﹤0.01%
57
-3,627
4336
$1K ﹤0.01%
1
-65
4337
$1K ﹤0.01%
55
4338
$1K ﹤0.01%
8
4339
– –
-4
4340
– –
0
4341
$1K ﹤0.01%
20
-100
4342
$1K ﹤0.01%
8
-2
4343
$1K ﹤0.01%
47
-47
4344
$1K ﹤0.01%
1
-21
4345
$1K ﹤0.01%
86
-347
4346
$1K ﹤0.01%
+150
4347
$1K ﹤0.01%
5
4348
$1K ﹤0.01%
29
4349
$1K ﹤0.01%
20
4350
$1K ﹤0.01%
11
172 173
174
175 176