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
801
$619K 0.02%
24,512
-676
802
$619K 0.02%
5,396
+300
803
$619K 0.02%
24,576
+609
804
$614K 0.02%
10,720
-1,853
805
$611K 0.02%
11,393
+1,049
806
$610K 0.02%
36,974
+5,381
807
$610K 0.02%
10,480
-302
808
$609K 0.02%
19,110
+415
809
$608K 0.02%
8,751
-1,078
810
$606K 0.02%
5,331
-137,922
811
$606K 0.02%
3,472
-5,340
812
$606K 0.02%
14,005
-8,354
813
$603K 0.02%
23,539
+1,109
814
$602K 0.02%
5,971
-673
815
$600K 0.02%
2,656
-2,060
816
$593K 0.02%
27,608
+10,778
817
$592K 0.02%
7,052
-4,523
818
$588K 0.02%
23,263
+116
819
$587K 0.02%
23,444
+4,061
820
$587K 0.02%
10,764
-9,492
821
$585K 0.02%
13,106
-6,756
822
$584K 0.02%
23,251
+20,653
823
$584K 0.02%
9,101
-13
824
$584K 0.02%
14,318
-6,056
825
$583K 0.02%
25,135
+23,238
31 32
33
34 35