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
4351
$1K ﹤0.01%
170
-49
4352
$1K ﹤0.01%
26
+2
4353
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3
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6
-56
4355
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30
+3
4356
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18
+2
4357
$1K ﹤0.01%
44
-1,000
4358
$1K ﹤0.01%
3
4359
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5
4360
$1K ﹤0.01%
18
4361
$1K ﹤0.01%
1
4362
$1K ﹤0.01%
3
4363
$1K ﹤0.01%
15
4364
$1K ﹤0.01%
+62
4365
$1K ﹤0.01%
26
4366
– –
-864
4367
$1K ﹤0.01%
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4368
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27
-31
4369
$1K ﹤0.01%
25
+5
4370
$1K ﹤0.01%
75
4371
$1K ﹤0.01%
101
4372
$1K ﹤0.01%
2
4373
$1K ﹤0.01%
+28
4374
$1K ﹤0.01%
+20
4375
$1K ﹤0.01%
103
-2
173 174
175
176 177