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
451
$575K 0.02%
8,528
-7,721
452
$574K 0.02%
16,380
-864
453
$569K 0.02%
2,116
-176
454
$569K 0.02%
26,572
+3,918
455
$567K 0.02%
4,149
-420
456
$566K 0.02%
11,603
+640
457
$565K 0.02%
1,694
-82
458
$561K 0.02%
33,832
-7,019
459
$559K 0.02%
8,772
+2,130
460
$557K 0.02%
18,553
-1,350
461
$555K 0.02%
12,145
+10,114
462
$555K 0.02%
16,856
-26,416
463
$554K 0.02%
836
+80
464
$553K 0.02%
29,021
-948
465
$548K 0.02%
6,235
466
$547K 0.02%
5,685
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467
$547K 0.02%
16,331
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468
$545K 0.02%
6,373
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469
$542K 0.02%
545
-21
470
$538K 0.02%
18,344
-3,367
471
$534K 0.02%
2,410
+1,081
472
$533K 0.02%
16,572
-654
473
$533K 0.02%
2,245
+19
474
$531K 0.02%
2,704
+473
475
$529K 0.02%
4,482
+313
17 18
19
20 21