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
$2.47B
AUM Growth
+$792M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,321
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$10.9M
3
+$6.96M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$6.69M
5
BJUL icon
Innovator US Equity Buffer ETF July
BJUL
+$5.6M

Top Sells

1
+$22.8M
2
+$9.8M
3
+$8.93M
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$7.54M
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$6.57M

Sector Composition

1 Technology 6.35%
2 Consumer Discretionary 3.51%
3 Healthcare 3.25%
4 Financials 3.23%
5 Communication Services 2.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$632K 0.03%
2,326
+80
427
$629K 0.03%
32,129
+2,253
428
$627K 0.03%
6,365
+5,083
429
$625K 0.03%
70,593
-6,770
430
$624K 0.03%
11,706
+1,251
431
$622K 0.03%
4,395
-1,671
432
$620K 0.03%
11,718
-490
433
$619K 0.03%
28,741
+13,320
434
$619K 0.03%
+17,305
435
$610K 0.02%
12,691
+3,078
436
$608K 0.02%
10,389
-705
437
$605K 0.02%
6,644
+3,032
438
$605K 0.02%
18,241
-2,107
439
$604K 0.02%
6,870
+959
440
$601K 0.02%
18,314
-607
441
$601K 0.02%
44,167
-5,962
442
$599K 0.02%
13,329
-57,426
443
$595K 0.02%
9,500
444
$593K 0.02%
26,826
-6,693
445
$593K 0.02%
2,850
+603
446
$591K 0.02%
4,186
+571
447
$588K 0.02%
22,817
+3,031
448
$585K 0.02%
10,341
+3,170
449
$582K 0.02%
16,160
+1,928
450
$575K 0.02%
19,190
+279
16 17
18
19 20