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
501
$1.35M 0.04%
49,411
-3,303
502
$1.35M 0.04%
18,554
-6,733
503
$1.35M 0.04%
48,699
-4,080
504
$1.35M 0.04%
114,542
+47,601
505
$1.35M 0.04%
53,923
+15,748
506
$1.35M 0.04%
24,628
-680
507
$1.35M 0.04%
2,955
+470
508
$1.34M 0.04%
53,166
-12,033
509
$1.34M 0.04%
+54,112
510
$1.34M 0.04%
28,410
+199
511
$1.34M 0.04%
45,855
-22,948
512
$1.34M 0.04%
39,131
+4,222
513
$1.33M 0.04%
33,092
+457
514
$1.33M 0.04%
25,237
-20,521
515
$1.33M 0.04%
+22,513
516
$1.32M 0.04%
31,011
-4,199
517
$1.32M 0.04%
35,347
-344
518
$1.31M 0.04%
6,171
-422
519
$1.3M 0.03%
11,890
-2,704
520
$1.3M 0.03%
65,526
+13,198
521
$1.29M 0.03%
16,419
-905
522
$1.29M 0.03%
56,977
+10,484
523
$1.28M 0.03%
15,585
-27
524
$1.28M 0.03%
15,073
-3,817
525
$1.28M 0.03%
14,853
-6,120
19 20
21
22 23