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
4376
$1K ﹤0.01%
13
-4
4377
$1K ﹤0.01%
+37
4378
$1K ﹤0.01%
3
4379
$1K ﹤0.01%
8
+6
4380
$1K ﹤0.01%
106
+6
4381
$1K ﹤0.01%
+6
4382
$1K ﹤0.01%
+37
4383
$1K ﹤0.01%
3
4384
$1K ﹤0.01%
16
4385
$1K ﹤0.01%
100
-4,735
4386
$1K ﹤0.01%
20
4387
$1K ﹤0.01%
100
4388
$1K ﹤0.01%
19
-6
4389
$1K ﹤0.01%
10
-100
4390
$1K ﹤0.01%
+15
4391
$1K ﹤0.01%
1
-41
4392
$1K ﹤0.01%
27
4393
$1K ﹤0.01%
13
-55
4394
$1K ﹤0.01%
1
4395
$1K ﹤0.01%
32
-3
4396
$1K ﹤0.01%
1
4397
$1K ﹤0.01%
3
4398
$1K ﹤0.01%
1
-12
4399
$1K ﹤0.01%
1
-55
4400
$1K ﹤0.01%
3
174 175
176
177 178