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
776
$198K 0.01%
13,011
+862
777
$198K 0.01%
4,406
-868
778
$198K 0.01%
4,160
+1,855
779
$197K 0.01%
8,423
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780
$196K 0.01%
10,944
-487
781
$196K 0.01%
7,100
+6,473
782
$195K 0.01%
6,750
-4,760
783
$195K 0.01%
2,007
+20
784
$195K 0.01%
2,029
+87
785
$195K 0.01%
23,638
-11,537
786
$194K 0.01%
7,512
+1,761
787
$193K 0.01%
3,825
-6,780
788
$193K 0.01%
1,324
789
$193K 0.01%
5,453
-8
790
$192K 0.01%
1,613
-71
791
$192K 0.01%
1,368
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792
$191K 0.01%
161
-11
793
$191K 0.01%
3,890
+110
794
$191K 0.01%
10,092
+564
795
$191K 0.01%
1,782
+1,496
796
$191K 0.01%
+2,731
797
$190K 0.01%
1,120
+1
798
$188K 0.01%
5,315
799
$188K 0.01%
3,055
800
$188K 0.01%
4,917
-348
30 31
32
33 34