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
551
$1.2M 0.03%
17,609
+291
552
$1.19M 0.03%
11,832
+1,782
553
$1.19M 0.03%
27,788
-16,718
554
$1.19M 0.03%
10,174
+9,818
555
$1.19M 0.03%
37,580
+340
556
$1.19M 0.03%
41,716
-1,098
557
$1.19M 0.03%
13,133
-13,087
558
$1.18M 0.03%
25,021
-805
559
$1.18M 0.03%
28,141
-136,693
560
$1.18M 0.03%
25,127
-2,520
561
$1.18M 0.03%
2,728
-978
562
$1.18M 0.03%
46,949
-4,322
563
$1.17M 0.03%
25,166
-2,028
564
$1.17M 0.03%
60,079
-2,030
565
$1.16M 0.03%
45,256
-4,192
566
$1.16M 0.03%
47,520
+16,720
567
$1.16M 0.03%
18,791
-1,788
568
$1.16M 0.03%
122,776
-10,551
569
$1.16M 0.03%
46,536
-1,014
570
$1.16M 0.03%
141,130
+36,903
571
$1.15M 0.03%
20,232
-7,392
572
$1.15M 0.03%
30,601
-5,954
573
$1.14M 0.03%
46,836
-11,532
574
$1.14M 0.03%
19,884
+14,637
575
$1.14M 0.03%
63,108
-9,711
21 22
23
24 25