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
526
$1.27M 0.03%
8,324
+568
527
$1.27M 0.03%
41,957
+644
528
$1.27M 0.03%
24,365
-3,174
529
$1.27M 0.03%
7,526
+4,626
530
$1.27M 0.03%
7,698
-39,578
531
$1.27M 0.03%
26,093
+444
532
$1.26M 0.03%
49,702
-750
533
$1.26M 0.03%
10,090
+307
534
$1.26M 0.03%
45,960
+335
535
$1.25M 0.03%
41,457
-3,814
536
$1.25M 0.03%
11,396
-665
537
$1.24M 0.03%
6,977
-89
538
$1.24M 0.03%
67,473
-4,014
539
$1.24M 0.03%
20,415
-9,175
540
$1.23M 0.03%
27,053
+11,582
541
$1.23M 0.03%
49,201
+25,770
542
$1.23M 0.03%
8,768
-424
543
$1.22M 0.03%
32,044
-5,621
544
$1.22M 0.03%
1,900
-262
545
$1.22M 0.03%
35,217
+3,718
546
$1.21M 0.03%
47,274
-33,330
547
$1.21M 0.03%
42,666
+19,578
548
$1.21M 0.03%
48,687
+48,052
549
$1.2M 0.03%
27,807
-13,481
550
$1.2M 0.03%
34,980
+997
20 21
22
23 24