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
51
$12.7M 0.34%
127,174
+126,164
52
$12.4M 0.33%
231,406
+177,185
53
$12.4M 0.33%
401,946
+1,343
54
$12.3M 0.33%
185,697
-10,838
55
$12.3M 0.33%
343,688
-68,753
56
$12M 0.32%
142,903
-69,359
57
$11.8M 0.32%
232,300
+41,137
58
$11.6M 0.31%
237,284
+14,817
59
$11.4M 0.3%
132,960
+89,896
60
$11.3M 0.3%
450,339
+424,211
61
$11.3M 0.3%
61,996
+6,184
62
$11.2M 0.3%
97,844
+3,670
63
$11.2M 0.3%
137,226
-3,054
64
$11.1M 0.3%
499,836
-4,701
65
$11.1M 0.3%
547,364
-19,184
66
$11.1M 0.3%
192,971
-3,438
67
$11.1M 0.3%
226,919
-12,794
68
$11M 0.29%
109,150
-15,437
69
$10.8M 0.29%
128,207
-3,113
70
$10.8M 0.29%
358,170
-88
71
$10.7M 0.29%
104,507
-489
72
$10.5M 0.28%
147,408
+19,230
73
$10.4M 0.28%
113,491
+5,851
74
$10.3M 0.28%
314,062
-27,078
75
$10.3M 0.28%
223,249
+619
1 2
3
4 5