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
501
$486K 0.02%
12,332
+2,191
502
$483K 0.02%
2,530
+289
503
$482K 0.02%
19,279
+27
504
$482K 0.02%
14,424
+2,138
505
$482K 0.02%
+12,871
506
$481K 0.02%
2,697
+1,234
507
$481K 0.02%
1,761
+372
508
$481K 0.02%
12,552
+116
509
$476K 0.02%
6,896
-385
510
$476K 0.02%
8,917
+4,712
511
$474K 0.02%
9,123
-185
512
$472K 0.02%
1,981
-284
513
$468K 0.02%
15,513
-1,728
514
$467K 0.02%
280
+66
515
$466K 0.02%
+8,216
516
$464K 0.02%
4,741
+175
517
$462K 0.02%
8,640
-18,550
518
$460K 0.02%
3,809
+106
519
$460K 0.02%
8,273
-35
520
$458K 0.02%
7,836
-1,524
521
$458K 0.02%
8,100
-600
522
$455K 0.02%
14,546
-1,063
523
$454K 0.02%
15,770
524
$453K 0.02%
8,847
+2,211
525
$449K 0.02%
4,881
-2,300
19 20
21
22 23