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
4476
– –
-39
4477
$1K ﹤0.01%
1
-37,647
4478
$1K ﹤0.01%
100
4479
$1K ﹤0.01%
22
4480
$1K ﹤0.01%
5
4481
$1K ﹤0.01%
50
4482
$1K ﹤0.01%
+4
4483
$1K ﹤0.01%
6
-46
4484
$1K ﹤0.01%
123
4485
$1K ﹤0.01%
12
-48
4486
$1K ﹤0.01%
5
4487
$1K ﹤0.01%
+24
4488
$1K ﹤0.01%
+11
4489
$1K ﹤0.01%
19
4490
$1K ﹤0.01%
8
4491
$1K ﹤0.01%
9
-1
4492
$1K ﹤0.01%
68
-4
4493
$1K ﹤0.01%
10
-1,002
4494
$1K ﹤0.01%
3
-40
4495
$1K ﹤0.01%
1
-1
4496
$1K ﹤0.01%
3
-65
4497
$1K ﹤0.01%
75
4498
$1K ﹤0.01%
1
-67
4499
$1K ﹤0.01%
16
4500
$1K ﹤0.01%
39
178 179
180
181 182