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
701
$246K 0.01%
5,916
+1,032
702
$245K 0.01%
2,161
+109
703
$245K 0.01%
3,084
+148
704
$245K 0.01%
5,835
+3,096
705
$242K 0.01%
11,988
-602
706
$241K 0.01%
9,651
+2,359
707
$240K 0.01%
6,751
-234
708
$240K 0.01%
11,111
-2,007
709
$240K 0.01%
2,123
+458
710
$239K 0.01%
1,702
+107
711
$238K 0.01%
+5,068
712
$237K 0.01%
2,026
-43
713
$235K 0.01%
527
+12
714
$235K 0.01%
1,116
-13
715
$235K 0.01%
5,150
+244
716
$234K 0.01%
6,827
+167
717
$233K 0.01%
4,275
-241
718
$233K 0.01%
7,135
+2,623
719
$230K 0.01%
2,234
+1
720
$230K 0.01%
7,471
+292
721
$228K 0.01%
5,542
-1,723
722
$226K 0.01%
3,050
+1,218
723
$225K 0.01%
3,733
+803
724
$225K 0.01%
2,885
-10
725
$225K 0.01%
5,369
-1,015
27 28
29
30 31