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
726
$774K 0.02%
28,022
-1,753
727
$772K 0.02%
4,359
+3,276
728
$770K 0.02%
30,834
+13,770
729
$768K 0.02%
6,639
+1,523
730
$767K 0.02%
38,254
-4,612
731
$761K 0.02%
14,293
+20
732
$760K 0.02%
2,769
-303
733
$747K 0.02%
13,069
-10
734
$744K 0.02%
10,452
-261
735
$742K 0.02%
37,348
+11,220
736
$742K 0.02%
24,324
-19,853
737
$742K 0.02%
22,948
-421
738
$738K 0.02%
36,846
+36,749
739
$738K 0.02%
12,824
-1,503
740
$732K 0.02%
16,273
+5,100
741
$731K 0.02%
29,446
-20,416
742
$727K 0.02%
8,915
-15,783
743
$727K 0.02%
29,256
+10,389
744
$726K 0.02%
18,988
-2,552
745
$721K 0.02%
11,399
-371
746
$717K 0.02%
26,749
+4,102
747
$716K 0.02%
6,539
+4,870
748
$714K 0.02%
66,947
-39,520
749
$714K 0.02%
5,658
-2,757
750
$706K 0.02%
17,178
+158
28 29
30
31 32