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
676
$268K 0.01%
3,612
-280
677
$268K 0.01%
5,762
+174
678
$267K 0.01%
8,100
+3,896
679
$266K 0.01%
4,365
-413
680
$265K 0.01%
5,574
-2,820
681
$265K 0.01%
10,938
+2,668
682
$264K 0.01%
5,244
+133
683
$264K 0.01%
6,620
-1,860
684
$263K 0.01%
2,488
+319
685
$262K 0.01%
1,483
-150
686
$261K 0.01%
1,190
+340
687
$260K 0.01%
10,280
+9
688
$258K 0.01%
6,266
-587
689
$257K 0.01%
8,851
+1,829
690
$257K 0.01%
5,423
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691
$255K 0.01%
2,122
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692
$253K 0.01%
12,545
-9,265
693
$253K 0.01%
10,872
-370
694
$252K 0.01%
1,328
+120
695
$252K 0.01%
3,460
-45
696
$251K 0.01%
1,217
+396
697
$250K 0.01%
3,119
+152
698
$249K 0.01%
2,117
-809
699
$247K 0.01%
1,640
-102
700
$247K 0.01%
724
-203
26 27
28
29 30