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
51
$6.71M 0.27%
76,778
+7,498
52
$6.65M 0.27%
17,600
+492
53
$6.58M 0.27%
433,848
-1,932
54
$6.55M 0.27%
96,969
-111,590
55
$6.47M 0.26%
57,879
+45,127
56
$6.47M 0.26%
122,237
+105,348
57
$6.32M 0.26%
32,493
-1,367
58
$6.3M 0.26%
140,983
-4,005
59
$6.09M 0.25%
113,359
+4,179
60
$5.95M 0.24%
141,108
+53,778
61
$5.92M 0.24%
95,755
+23,474
62
$5.88M 0.24%
60,839
-7,912
63
$5.65M 0.23%
187,903
+186,244
64
$5.62M 0.23%
89,676
+19,711
65
$5.57M 0.23%
26,169
+1,008
66
$5.55M 0.22%
117,496
+81,806
67
$5.54M 0.22%
26,003
-54
68
$5.44M 0.22%
151,719
+56,514
69
$5.39M 0.22%
11,609
+11
70
$5.38M 0.22%
192,139
+113,099
71
$5.34M 0.22%
107,293
+789
72
$5.32M 0.22%
349,423
+163,593
73
$5.24M 0.21%
84,705
+12,815
74
$5.2M 0.21%
58,720
-7,500
75
$5.18M 0.21%
58,799
-604
1 2
3
4 5