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
851
$550K 0.01%
1,525
-45
852
$548K 0.01%
29,140
+1,058
853
$548K 0.01%
10,926
-615
854
$547K 0.01%
32,355
-9,344
855
$546K 0.01%
41,340
-6,471
856
$545K 0.01%
7,863
-214
857
$544K 0.01%
6,622
-1,136
858
$544K 0.01%
4,342
-1,523
859
$542K 0.01%
893
-610
860
$542K 0.01%
30,030
-33,288
861
$542K 0.01%
6,150
-9,652
862
$541K 0.01%
17,841
+191
863
$539K 0.01%
28,455
-125
864
$538K 0.01%
57,946
-3,750
865
$536K 0.01%
9,681
+2,793
866
$536K 0.01%
9,404
+3,235
867
$536K 0.01%
21,104
+99
868
$531K 0.01%
5,265
-1,386
869
$530K 0.01%
17,364
-2,545
870
$530K 0.01%
16,804
-32,925
871
$530K 0.01%
17,496
+7
872
$529K 0.01%
4,993
-181
873
$527K 0.01%
13,904
+4,066
874
$527K 0.01%
8,027
+1,411
875
$526K 0.01%
37,209
+2,906
33 34
35
36 37