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
526
$447K 0.02%
14,666
-135,325
527
$447K 0.02%
16,155
+6,778
528
$439K 0.02%
5,285
-309
529
$438K 0.02%
8,068
+7,955
530
$435K 0.02%
5,809
+797
531
$435K 0.02%
2,154
+173
532
$431K 0.02%
5,598
+935
533
$430K 0.02%
17,903
-1,377
534
$428K 0.02%
5,604
+357
535
$428K 0.02%
20,507
536
$424K 0.02%
193
+60
537
$421K 0.02%
5,317
-314
538
$421K 0.02%
2,440
+579
539
$420K 0.02%
4,350
+480
540
$420K 0.02%
2,724
541
$419K 0.02%
6,818
+1,183
542
$417K 0.02%
11,121
-469
543
$413K 0.02%
7,462
-2,009
544
$410K 0.02%
18,538
+14,028
545
$407K 0.02%
18,400
+11,324
546
$406K 0.02%
4,546
-3,033
547
$406K 0.02%
7,176
+6,265
548
$404K 0.02%
6,341
-72
549
$402K 0.02%
2,318
+535
550
$401K 0.02%
8,229
-865
20 21
22
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