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
4401
– –
-177
4402
$1K ﹤0.01%
27
4403
$1K ﹤0.01%
4
-1,915
4404
$1K ﹤0.01%
+19
4405
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29
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4406
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4
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4407
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200
4408
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4409
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5
4410
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0
4411
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0
4412
$1K ﹤0.01%
28
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+7
4414
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87
4415
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114
-139
4416
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0
4417
$1K ﹤0.01%
2
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31
-1
4422
$1K ﹤0.01%
13
4423
$1K ﹤0.01%
+100
4424
$1K ﹤0.01%
24
-26
4425
$1K ﹤0.01%
1
-14
175 176
177
178 179