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
901
$148K 0.01%
1,768
+65
902
$148K 0.01%
2,440
+156
903
$148K 0.01%
1,598
+104
904
$148K 0.01%
5,020
-3,375
905
$148K 0.01%
5,800
+2,200
906
$147K 0.01%
5,609
907
$147K 0.01%
2,584
-1,185
908
$146K 0.01%
19,769
-2,157
909
$145K 0.01%
+13,980
910
$145K 0.01%
4,331
+33
911
$144K 0.01%
2,569
+208
912
$144K 0.01%
1,200
-213
913
$144K 0.01%
1,675
+681
914
$143K 0.01%
19,242
915
$143K 0.01%
8,992
+2,000
916
$143K 0.01%
613
-12
917
$143K 0.01%
1,161
+26
918
$142K 0.01%
1,569
-36
919
$142K 0.01%
+14,787
920
$142K 0.01%
1,545
+540
921
$142K 0.01%
613
-3
922
$142K 0.01%
8,939
-45
923
$142K 0.01%
4,345
+5
924
$142K 0.01%
2,903
-109
925
$141K 0.01%
9,722
35 36
37
38 39