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
4776
– –
0
4777
– –
0
4778
– –
0
4779
– –
0
4780
– –
0
4781
– –
0
4782
– –
0
4783
– –
0
4784
– –
0
4785
– –
-1,250
4786
– –
0
4787
$0 ﹤0.01%
18
-17
4788
– –
0
4789
$0 ﹤0.01%
224
4790
– –
0
4791
– –
0
4792
– –
0
4793
$0 ﹤0.01%
13
-35
4794
$0 ﹤0.01%
11
4795
$0 ﹤0.01%
10
-231
4796
– –
-13
4797
– –
-100
4798
– –
-89
4799
– –
0
4800
– –
0
190 191
192
193 194