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
551
$400K 0.02%
15,506
+14,346
552
$398K 0.02%
13,673
-1,087
553
$397K 0.02%
13,391
-81
554
$397K 0.02%
5,802
+3,100
555
$395K 0.02%
10,457
+82
556
$395K 0.02%
5,863
+1,734
557
$394K 0.02%
13,375
-845
558
$391K 0.02%
7,847
-1,762
559
$391K 0.02%
7,096
+100
560
$390K 0.02%
1,268
-4,680
561
$389K 0.02%
7,675
+3,182
562
$381K 0.02%
11,028
-7,959
563
$379K 0.02%
250
564
$379K 0.02%
2,112
-629
565
$377K 0.02%
13,340
-50
566
$377K 0.02%
14,480
567
$375K 0.02%
4,777
+90
568
$374K 0.02%
13,355
569
$371K 0.02%
2,384
-500
570
$371K 0.02%
2,156
-53
571
$370K 0.02%
3,081
+41
572
$369K 0.02%
1,438
+161
573
$366K 0.01%
7,798
-300
574
$366K 0.01%
7,128
+1,239
575
$365K 0.01%
1,761
+707
21 22
23
24 25