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
476
$1.44M 0.04%
34,332
-412
477
$1.43M 0.04%
13,104
-2,359
478
$1.43M 0.04%
22,150
+7,650
479
$1.42M 0.04%
61,538
+59,868
480
$1.42M 0.04%
17,164
+7,032
481
$1.42M 0.04%
45,092
-23,534
482
$1.41M 0.04%
8,810
+341
483
$1.41M 0.04%
34,965
-21,130
484
$1.4M 0.04%
54,198
+53,129
485
$1.4M 0.04%
16,021
+156
486
$1.39M 0.04%
27,584
-9,415
487
$1.39M 0.04%
28,497
+16,875
488
$1.39M 0.04%
13,652
+5
489
$1.38M 0.04%
29,512
-37,922
490
$1.38M 0.04%
33,484
-39,315
491
$1.37M 0.04%
55,230
-70,743
492
$1.37M 0.04%
37,391
+22,114
493
$1.37M 0.04%
24,140
+1,988
494
$1.37M 0.04%
54,580
+25,845
495
$1.37M 0.04%
13,768
-2,492
496
$1.37M 0.04%
12,966
-98
497
$1.36M 0.04%
3,880
-99
498
$1.36M 0.04%
21,639
+11,482
499
$1.36M 0.04%
26,386
-28,867
500
$1.36M 0.04%
53,978
+25,014
18 19
20
21 22