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
751
$706K 0.02%
13,530
-428
752
$705K 0.02%
209,192
+6,973
753
$700K 0.02%
5,657
+477
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$700K 0.02%
6,472
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755
$698K 0.02%
8,019
-12,134
756
$697K 0.02%
+323
757
$696K 0.02%
6,901
-411
758
$694K 0.02%
3,832
-222
759
$693K 0.02%
6,527
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760
$692K 0.02%
39,058
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761
$691K 0.02%
9,703
-506
762
$689K 0.02%
28,168
+142
763
$686K 0.02%
28,242
+19,535
764
$683K 0.02%
17,311
+16,442
765
$680K 0.02%
12,726
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766
$680K 0.02%
14,797
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16,585
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768
$675K 0.02%
10,120
-4,694
769
$674K 0.02%
17,726
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770
$673K 0.02%
12,733
+1,141
771
$672K 0.02%
2,897
-52
772
$671K 0.02%
6,440
-827
773
$669K 0.02%
3,554
-413
774
$669K 0.02%
+21,902
775
$667K 0.02%
6,240
-4,146
29 30
31
32 33