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
851
$167K 0.01%
4,751
+4,551
852
$167K 0.01%
5,366
-5,120
853
$167K 0.01%
3,230
+1,290
854
$166K 0.01%
3,872
-206
855
$166K 0.01%
1,232
+207
856
$166K 0.01%
5,907
+5,507
857
$165K 0.01%
3,308
-571
858
$165K 0.01%
1,773
+1,073
859
$163K 0.01%
1,428
+78
860
$162K 0.01%
1,862
+56
861
$162K 0.01%
16,016
-14,333
862
$162K 0.01%
3,273
-43
863
$162K 0.01%
1,720
-47
864
$161K 0.01%
4,260
-24
865
$161K 0.01%
1,470
+194
866
$161K 0.01%
3,793
867
$161K 0.01%
6,482
+266
868
$161K 0.01%
1,055
-3
869
$160K 0.01%
1,151
+84
870
$160K 0.01%
1,833
+410
871
$159K 0.01%
2,184
+293
872
$159K 0.01%
3,074
+60
873
$158K 0.01%
3,973
+3,895
874
$157K 0.01%
7,606
+220
875
$157K 0.01%
5,842
+866
33 34
35
36 37