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
876
$157K 0.01%
4,545
-22
877
$157K 0.01%
+6,798
878
$156K 0.01%
493
+77
879
$156K 0.01%
550
+100
880
$156K 0.01%
1,222
+159
881
$155K 0.01%
703
+402
882
$155K 0.01%
2,068
883
$154K 0.01%
5,141
-71
884
$153K 0.01%
734
+145
885
$153K 0.01%
3,701
-870
886
$152K 0.01%
6,791
-277
887
$151K 0.01%
2,230
+345
888
$151K 0.01%
1,833
+419
889
$151K 0.01%
2,104
-36
890
$151K 0.01%
2,374
-104
891
$150K 0.01%
1,013
-106
892
$150K 0.01%
612
+250
893
$150K 0.01%
6,984
+1,096
894
$150K 0.01%
2,092
+1,658
895
$150K 0.01%
692
-3
896
$150K 0.01%
3,706
-56
897
$150K 0.01%
1,667
+127
898
$149K 0.01%
2,038
-10
899
$149K 0.01%
4,981
-1,253
900
$149K 0.01%
5,104
+322
34 35
36
37 38