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
701
$810K 0.02%
33,440
+3,854
702
$809K 0.02%
32,987
-1,826
703
$806K 0.02%
36,259
-3,176
704
$806K 0.02%
36,280
-1,330
705
$803K 0.02%
30,500
706
$802K 0.02%
16,425
-7,451
707
$801K 0.02%
29,450
+17,123
708
$797K 0.02%
16,089
-895
709
$797K 0.02%
25,794
+8,620
710
$796K 0.02%
5,485
+1,153
711
$793K 0.02%
9,572
+743
712
$790K 0.02%
25,961
-34
713
$789K 0.02%
19,722
+19,400
714
$789K 0.02%
22,419
-2,300
715
$785K 0.02%
23,583
+1,109
716
$784K 0.02%
13,711
-2,784
717
$783K 0.02%
18,197
-12,013
718
$783K 0.02%
34,237
+10,798
719
$781K 0.02%
27,625
-2,128
720
$780K 0.02%
16,337
-3,628
721
$779K 0.02%
30,776
+29,224
722
$779K 0.02%
12,581
-774
723
$779K 0.02%
19,725
-11,644
724
$779K 0.02%
38,368
+13,535
725
$775K 0.02%
52,582
-48,747
27 28
29
30 31