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
801
$187K 0.01%
481
+171
802
$187K 0.01%
4,705
+4,131
803
$184K 0.01%
3,581
-75
804
$184K 0.01%
+2,437
805
$184K 0.01%
+5,960
806
$183K 0.01%
1,415
+37
807
$183K 0.01%
3,986
+1,434
808
$183K 0.01%
4,551
-792
809
$182K 0.01%
5,087
+2,676
810
$182K 0.01%
2,531
-131
811
$181K 0.01%
740
-1,077
812
$180K 0.01%
1,982
-407
813
$180K 0.01%
1,198
+192
814
$179K 0.01%
2,039
+122
815
$179K 0.01%
2,899
+114
816
$179K 0.01%
1,831
-8
817
$178K 0.01%
1,947
-281
818
$178K 0.01%
3,847
+100
819
$178K 0.01%
842
+95
820
$178K 0.01%
3,856
-2,075
821
$178K 0.01%
5,650
-222
822
$177K 0.01%
3,738
-2,326
823
$177K 0.01%
6,535
824
$177K 0.01%
4,413
+161
825
$176K 0.01%
9,032
-1,164
31 32
33
34 35