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
4501
$1K ﹤0.01%
40
+17
4502
$1K ﹤0.01%
+15
4503
$1K ﹤0.01%
2,000
-2,000
4504
$1K ﹤0.01%
16
-34
4505
$1K ﹤0.01%
20
4506
$1K ﹤0.01%
20
4507
$1K ﹤0.01%
1
4508
$1K ﹤0.01%
16
-16
4509
$1K ﹤0.01%
50
4510
$1K ﹤0.01%
3
4511
$1K ﹤0.01%
36
-219
4512
$1K ﹤0.01%
7
-160
4513
$1K ﹤0.01%
61
4514
$1K ﹤0.01%
250
4515
$1K ﹤0.01%
75
4516
$1K ﹤0.01%
1
4517
$1K ﹤0.01%
18
4518
$1K ﹤0.01%
200
4519
$1K ﹤0.01%
350
-1,133
4520
$1K ﹤0.01%
1,000
4521
$1K ﹤0.01%
26
4522
$1K ﹤0.01%
6
-325
4523
$1K ﹤0.01%
14
-56
4524
$1K ﹤0.01%
22
-498
4525
$1K ﹤0.01%
6
179 180
181
182 183