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
576
$364K 0.01%
6,443
-882
577
$362K 0.01%
5,950
+823
578
$361K 0.01%
23,914
+720
579
$360K 0.01%
16,521
-274
580
$357K 0.01%
3,550
-2,361
581
$355K 0.01%
12,822
+210
582
$355K 0.01%
4,430
+1,120
583
$355K 0.01%
6,614
+815
584
$354K 0.01%
1,948
+281
585
$351K 0.01%
6,789
+28
586
$350K 0.01%
1,688
-63
587
$350K 0.01%
7,964
+5,392
588
$349K 0.01%
1,734
-710
589
$348K 0.01%
23,808
+5,529
590
$347K 0.01%
21,739
+7,398
591
$347K 0.01%
11,802
-2,102
592
$346K 0.01%
3,587
+7
593
$345K 0.01%
6,996
+663
594
$344K 0.01%
7,080
-3,505
595
$343K 0.01%
25,107
+1,389
596
$343K 0.01%
12,685
-1,835
597
$342K 0.01%
1,864
+172
598
$340K 0.01%
6,823
+4,313
599
$340K 0.01%
8,382
-855
600
$339K 0.01%
5,481
-220
22 23
24
25 26