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
826
$174K 0.01%
1,789
+1,589
827
$174K 0.01%
2,948
-10
828
$174K 0.01%
14,773
+12,966
829
$173K 0.01%
727
-179
830
$173K 0.01%
9,695
+1,070
831
$173K 0.01%
1,222
-235
832
$172K 0.01%
5,124
+20
833
$172K 0.01%
300
-275
834
$172K 0.01%
633
-19
835
$172K 0.01%
2,491
-1,542
836
$171K 0.01%
605
+12
837
$171K 0.01%
1,357
-22
838
$171K 0.01%
381
+59
839
$171K 0.01%
3,716
-186
840
$171K 0.01%
1,903
-476
841
$170K 0.01%
3,048
-270
842
$170K 0.01%
593
-4
843
$170K 0.01%
7,526
+2,306
844
$170K 0.01%
3,169
+2,382
845
$169K 0.01%
3,582
-129
846
$169K 0.01%
3,802
-1,137
847
$168K 0.01%
20,134
-1,391
848
$168K 0.01%
3,492
849
$168K 0.01%
3,312
850
$167K 0.01%
3,487
32 33
34
35 36