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
4576
$1K ﹤0.01%
22
-10
4577
$1K ﹤0.01%
162
4578
$1K ﹤0.01%
13
4579
$1K ﹤0.01%
179
4580
$1K ﹤0.01%
26
4581
$1K ﹤0.01%
38
+6
4582
$1K ﹤0.01%
100
-41
4583
$1K ﹤0.01%
+17
4584
– –
-295
4585
– –
-103
4586
– –
-111
4587
– –
-125
4588
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-81
4589
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-27,000
4590
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-3,400
4591
– –
-810
4592
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4593
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-114
4594
– –
-13
4595
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-19
4596
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4597
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-1
4598
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-3,000
4599
– –
-8
4600
– –
-9,608
182 183
184
185 186