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
451
$1.55M 0.04%
7,483
-799
452
$1.54M 0.04%
34,435
-6,504
453
$1.54M 0.04%
17,452
-4,231
454
$1.53M 0.04%
33,329
-1,411
455
$1.53M 0.04%
10,507
+579
456
$1.53M 0.04%
14,376
+11,719
457
$1.52M 0.04%
36,453
-137
458
$1.51M 0.04%
109,652
-31,508
459
$1.51M 0.04%
12,755
-1,647
460
$1.51M 0.04%
74,273
+15,763
461
$1.5M 0.04%
745
-4,403
462
$1.5M 0.04%
39,822
+19,050
463
$1.5M 0.04%
3,705
+227
464
$1.49M 0.04%
16,028
-7,766
465
$1.48M 0.04%
19,465
-1,775
466
$1.48M 0.04%
49,523
-2,222
467
$1.48M 0.04%
58,780
-11,760
468
$1.47M 0.04%
25,976
-31,382
469
$1.47M 0.04%
19,452
+7,618
470
$1.45M 0.04%
27,581
-549
471
$1.45M 0.04%
53,859
-24,386
472
$1.44M 0.04%
61,211
473
$1.44M 0.04%
24,738
-3,707
474
$1.44M 0.04%
22,763
-3,573
475
$1.44M 0.04%
11,735
+446
17 18
19
20 21