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
4426
$1K ﹤0.01%
+100
4427
$1K ﹤0.01%
+24
4428
$1K ﹤0.01%
500
-275
4429
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4430
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1
-5
4431
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1,000
4432
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4433
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1
4434
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20
4435
– –
0
4436
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3
4437
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4438
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4439
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2
4440
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6
4441
$1K ﹤0.01%
25
-30
4442
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4
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3
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$1K ﹤0.01%
144
-100
4446
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17
-33
4447
$1K ﹤0.01%
67
4448
$1K ﹤0.01%
44
4449
$1K ﹤0.01%
34
-50
4450
$1K ﹤0.01%
6
176 177
178
179 180