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
626
$317K 0.01%
3,210
+959
627
$316K 0.01%
4,940
-150
628
$316K 0.01%
9,340
+967
629
$311K 0.01%
7,347
+2,648
630
$311K 0.01%
1,343
+479
631
$307K 0.01%
3,156
-296
632
$307K 0.01%
7,883
-2,221
633
$306K 0.01%
10,034
+7,627
634
$305K 0.01%
639
+34
635
$305K 0.01%
5,838
-2,872
636
$304K 0.01%
3,276
+34
637
$304K 0.01%
+6,962
638
$303K 0.01%
9,896
+865
639
$302K 0.01%
3,652
+848
640
$301K 0.01%
6,975
+5,875
641
$300K 0.01%
4,601
+1,601
642
$298K 0.01%
6,530
643
$298K 0.01%
908
-216
644
$293K 0.01%
4,733
-270
645
$292K 0.01%
19,448
+19,344
646
$291K 0.01%
5,842
+240
647
$291K 0.01%
9,409
-3,462
648
$291K 0.01%
4,327
+1,483
649
$290K 0.01%
10,000
+9,000
650
$290K 0.01%
2,300
+106
24 25
26
27 28