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
26
$10.4M 0.42%
120,983
-2,797
27
$10.3M 0.42%
47,193
+1,899
28
$10.1M 0.41%
43,421
-1,125
29
$9.9M 0.4%
183,414
+12,232
30
$9.84M 0.4%
118,285
+10,165
31
$9.55M 0.39%
79,540
-38,610
32
$9.47M 0.38%
415,044
+30,642
33
$9.18M 0.37%
79,190
-10,809
34
$9.16M 0.37%
77,584
-4,375
35
$8.67M 0.35%
55,068
+1,524
36
$8.64M 0.35%
67,835
-19,470
37
$8.63M 0.35%
569,700
-13,122
38
$8.63M 0.35%
84,544
+1,261
39
$8.34M 0.34%
65,666
+5,167
40
$8.15M 0.33%
147,780
+20,371
41
$8.11M 0.33%
75,647
+8,429
42
$7.77M 0.31%
21,847
+1,155
43
$7.6M 0.31%
53,868
+3,204
44
$7.58M 0.31%
61,238
+9,457
45
$7.56M 0.31%
171,826
-11,922
46
$7.11M 0.29%
77,711
+2,430
47
$6.74M 0.27%
233,516
+85,392
48
$6.74M 0.27%
132,699
-17,175
49
$6.72M 0.27%
24,685
-653
50
$6.72M 0.27%
192,000
+9,147
1
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