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
676
$849K 0.02%
57,673
-643
677
$849K 0.02%
12,106
+3,006
678
$848K 0.02%
31,368
-41,192
679
$846K 0.02%
4,560
-1,148
680
$844K 0.02%
33,781
+15,807
681
$843K 0.02%
14,699
+91
682
$842K 0.02%
9,536
-1,298
683
$839K 0.02%
5,843
+249
684
$832K 0.02%
33,229
+20,217
685
$831K 0.02%
6,057
+1,394
686
$831K 0.02%
33,329
+15,502
687
$830K 0.02%
14,407
-460
688
$828K 0.02%
12,902
-5,627
689
$828K 0.02%
41,004
-4,751
690
$822K 0.02%
30,870
691
$821K 0.02%
10,717
+4,655
692
$820K 0.02%
135,820
-31,045
693
$820K 0.02%
4,171
-474
694
$818K 0.02%
15,614
+997
695
$817K 0.02%
20,085
-224
696
$816K 0.02%
25,834
-7,504
697
$812K 0.02%
92,669
+44,192
698
$811K 0.02%
27,484
+7,743
699
$810K 0.02%
10,024
-2,587
700
$810K 0.02%
11,053
-2,034
26 27
28
29 30