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
601
$338K 0.01%
1,148
+78
602
$337K 0.01%
12,074
+108
603
$336K 0.01%
5,314
+1,290
604
$336K 0.01%
8,435
-1,732
605
$333K 0.01%
6,948
-3,273
606
$332K 0.01%
1,482
-15
607
$332K 0.01%
2,944
+1,359
608
$331K 0.01%
1,176
-32
609
$330K 0.01%
4,950
-375
610
$329K 0.01%
1,212
+567
611
$329K 0.01%
11,670
+1,935
612
$329K 0.01%
12,064
613
$328K 0.01%
2,487
+171
614
$328K 0.01%
13,720
615
$326K 0.01%
6,570
-1,065
616
$326K 0.01%
977
+17
617
$323K 0.01%
10,444
+7,498
618
$320K 0.01%
3,722
-807
619
$320K 0.01%
2,535
-222
620
$320K 0.01%
1,176
+200
621
$319K 0.01%
2,725
+123
622
$319K 0.01%
3,328
+201
623
$319K 0.01%
+1,380
624
$318K 0.01%
4,600
-460
625
$318K 0.01%
4,709
+529
23 24
25
26 27