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
4451
$1K ﹤0.01%
21
4452
$1K ﹤0.01%
2
4453
– –
-17
4454
$1K ﹤0.01%
40
-2,040
4455
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16
4456
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13
4457
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12
4458
$1K ﹤0.01%
+19
4459
$1K ﹤0.01%
+100
4460
$1K ﹤0.01%
+4
4461
$1K ﹤0.01%
300
4462
$1K ﹤0.01%
14
4463
$1K ﹤0.01%
45
4464
$1K ﹤0.01%
+18
4465
$1K ﹤0.01%
7
-20
4466
$1K ﹤0.01%
5
4467
$1K ﹤0.01%
4
4468
$1K ﹤0.01%
7
4469
$1K ﹤0.01%
+30
4470
$1K ﹤0.01%
35
4471
$1K ﹤0.01%
16
4472
$1K ﹤0.01%
20
4473
– –
-31
4474
$1K ﹤0.01%
28
4475
$1K ﹤0.01%
100
-3,650
177 178
179
180 181