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
4526
$1K ﹤0.01%
+178
4527
$1K ﹤0.01%
51
4528
$1K ﹤0.01%
300
4529
$1K ﹤0.01%
+11
4530
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10
4531
$1K ﹤0.01%
57
-3,000
4532
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1
4533
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20
4534
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160
4535
$1K ﹤0.01%
11
4536
$1K ﹤0.01%
+2
4537
$1K ﹤0.01%
+250
4538
– –
0
4539
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+44
4540
– –
0
4541
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20
4542
$1K ﹤0.01%
2
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4543
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4544
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4545
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10
-18,333
4546
$1K ﹤0.01%
48
4547
$1K ﹤0.01%
1
-3
4548
$1K ﹤0.01%
200
4549
$1K ﹤0.01%
31
4550
$1K ﹤0.01%
13
-18
180 181
182
183 184