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
626
$985K 0.03%
39,771
-3,989
627
$985K 0.03%
2,020
-12
628
$983K 0.03%
7,674
-1,405
629
$979K 0.03%
37,509
-17,187
630
$972K 0.03%
22,299
+4,940
631
$970K 0.03%
12,528
-2,057
632
$966K 0.03%
7,403
+4,520
633
$965K 0.03%
26,313
-32,348
634
$960K 0.03%
38,357
+35,426
635
$959K 0.03%
38,993
-21,824
636
$955K 0.03%
40,850
+2,521
637
$955K 0.03%
+47,698
638
$954K 0.03%
10,984
-15,042
639
$952K 0.03%
8,642
+734
640
$945K 0.03%
22,786
+731
641
$945K 0.03%
23,375
-2,260
642
$941K 0.03%
21,401
+4,113
643
$940K 0.03%
31,359
-1,339
644
$940K 0.03%
14,225
-4,980
645
$932K 0.02%
34,960
-2,330
646
$930K 0.02%
13,101
-6,077
647
$927K 0.02%
11,596
+920
648
$927K 0.02%
15,751
+14,201
649
$922K 0.02%
19,797
-5,206
650
$917K 0.02%
19,164
-11,306
24 25
26
27 28