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
726
$225K 0.01%
3,397
+2,485
727
$225K 0.01%
4,479
-606
728
$225K 0.01%
9,448
+5,798
729
$224K 0.01%
8,470
730
$224K 0.01%
7,890
-1,750
731
$224K 0.01%
2,139
-26
732
$224K 0.01%
8,724
+2,933
733
$223K 0.01%
1,656
734
$223K 0.01%
2,690
+2,226
735
$222K 0.01%
2,280
-236
736
$221K 0.01%
3,471
+225
737
$220K 0.01%
+23,618
738
$219K 0.01%
35,535
-1,558
739
$219K 0.01%
6,448
+2,929
740
$219K 0.01%
7,783
+705
741
$218K 0.01%
3,557
+701
742
$218K 0.01%
2,297
+641
743
$218K 0.01%
11,131
-1,217
744
$217K 0.01%
4,240
-200
745
$216K 0.01%
9,885
+635
746
$215K 0.01%
2,153
+180
747
$215K 0.01%
8,278
-51
748
$214K 0.01%
1,619
-152
749
$214K 0.01%
10,381
+1,913
750
$214K 0.01%
5,764
-1,854
28 29
30
31 32