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
601
$1.06M 0.03%
45,935
-835
602
$1.06M 0.03%
13,191
-1,537
603
$1.06M 0.03%
70,348
-2,218
604
$1.05M 0.03%
42,200
-2,177
605
$1.05M 0.03%
15,986
-681
606
$1.05M 0.03%
22,827
-1,457
607
$1.04M 0.03%
9,626
-2,248
608
$1.04M 0.03%
21,343
-64,834
609
$1.03M 0.03%
21,979
-7,078
610
$1.03M 0.03%
38,170
-10
611
$1.03M 0.03%
14,638
+4,391
612
$1.02M 0.03%
13,544
+4,470
613
$1.02M 0.03%
27,548
-30,047
614
$1.01M 0.03%
92,178
-24,599
615
$1.01M 0.03%
34,333
-16,061
616
$1.01M 0.03%
13,760
-1,605
617
$1M 0.03%
11,896
-178
618
$1M 0.03%
37,718
+13,296
619
$995K 0.03%
30,179
+1,276
620
$994K 0.03%
14,949
-606
621
$991K 0.03%
21,536
+697
622
$990K 0.03%
24,662
-315
623
$990K 0.03%
5,795
-10,262
624
$989K 0.03%
83,874
+237
625
$989K 0.03%
20,136
-8,523
23 24
25
26 27