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
476
$528K 0.02%
7,563
+296
477
$527K 0.02%
17,576
-944
478
$527K 0.02%
14,184
+2,293
479
$525K 0.02%
9,012
+199
480
$519K 0.02%
4,143
+388
481
$518K 0.02%
10,454
+4,661
482
$517K 0.02%
10,805
+659
483
$514K 0.02%
14,696
+13,596
484
$514K 0.02%
8,318
+397
485
$510K 0.02%
22,253
-39,884
486
$507K 0.02%
3,319
+372
487
$507K 0.02%
9,663
+569
488
$504K 0.02%
19,578
+2,825
489
$504K 0.02%
13,748
-336
490
$501K 0.02%
+22,896
491
$497K 0.02%
8,368
+726
492
$497K 0.02%
+5,784
493
$492K 0.02%
17,362
+4,494
494
$492K 0.02%
6,769
+5,312
495
$491K 0.02%
5,356
+5,288
496
$491K 0.02%
4,420
+1,520
497
$490K 0.02%
10,341
+2,428
498
$489K 0.02%
2,557
+1,110
499
$489K 0.02%
7,872
-96
500
$488K 0.02%
+31,500
18 19
20
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