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
876
$524K 0.01%
5,756
+108
877
$523K 0.01%
40,057
-19,855
878
$520K 0.01%
16,627
-31,641
879
$519K 0.01%
3,312
-162
880
$517K 0.01%
16,653
-501
881
$517K 0.01%
14,276
-3,108
882
$517K 0.01%
9,258
-393
883
$516K 0.01%
5,409
+85
884
$515K 0.01%
10,103
885
$515K 0.01%
20,270
+4,399
886
$514K 0.01%
7,899
+1
887
$513K 0.01%
20,310
+18,384
888
$512K 0.01%
2,659
-308
889
$510K 0.01%
9,055
-233
890
– –
-7,111
891
$509K 0.01%
4,487
-268
892
$509K 0.01%
12,294
-2,583
893
$507K 0.01%
16,745
+1,451
894
$505K 0.01%
3,475
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895
$505K 0.01%
24,952
-175
896
$504K 0.01%
13,236
-73
897
$503K 0.01%
14,329
-869
898
$502K 0.01%
18,830
-7,902
899
$500K 0.01%
18,351
+2,426
900
$499K 0.01%
8,706
+5,579
34 35
36
37 38