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
26
$18.6M 0.5%
619,607
+134,931
27
$18.2M 0.49%
90,827
-12,709
28
$18.1M 0.48%
112,378
+18,224
29
$18.1M 0.48%
559,124
-84,185
30
$18.1M 0.48%
305,812
-35,620
31
$17.7M 0.47%
1,066,110
+55,695
32
$17.7M 0.47%
195,806
+1,299
33
$17.5M 0.47%
420,372
+12,867
34
$17.3M 0.46%
208,305
+16,077
35
$17.3M 0.46%
695,740
+539,099
36
$17.3M 0.46%
466,786
+133,028
37
$16.7M 0.45%
87,036
+309
38
$16.7M 0.45%
153,325
-46,411
39
$16.6M 0.44%
336,733
+93,972
40
$16.1M 0.43%
189,663
+7,070
41
$16M 0.43%
91,673
-47,010
42
$15.9M 0.43%
505,045
-47,422
43
$15.5M 0.41%
151,450
+1,797
44
$15.3M 0.41%
147,548
+27,633
45
$15M 0.4%
170,544
-4,995
46
$13.9M 0.37%
329,615
+8,519
47
$13.5M 0.36%
+532,161
48
$13.4M 0.36%
531,633
-180,723
49
$13.3M 0.36%
444,664
+100,826
50
$13.1M 0.35%
704,157
+37,899
1
2
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