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
751
$212K 0.01%
1,675
+796
752
$212K 0.01%
5,482
-4,990
753
$211K 0.01%
5,171
-1,593
754
$211K 0.01%
+3,795
755
$210K 0.01%
1,446
-367
756
$209K 0.01%
3,835
+387
757
$209K 0.01%
3,167
+1,275
758
$208K 0.01%
2,389
-1,290
759
$208K 0.01%
7,281
760
$207K 0.01%
15,963
-7,718
761
$206K 0.01%
4,480
-250
762
$205K 0.01%
5,754
-18,915
763
$204K 0.01%
347
+38
764
$204K 0.01%
2,611
-17
765
$204K 0.01%
3,724
+148
766
$203K 0.01%
9,058
-1,180
767
$203K 0.01%
3,951
+741
768
$202K 0.01%
1,037
-207
769
$202K 0.01%
2,152
+330
770
$202K 0.01%
6,278
+4,953
771
$201K 0.01%
5,564
+1,660
772
$201K 0.01%
40
+21
773
$200K 0.01%
1,149
+513
774
$198K 0.01%
11,182
+10,182
775
$198K 0.01%
4,743
-427
29 30
31
32 33