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
901
$497K 0.01%
10,868
-4,878
902
$496K 0.01%
9,884
+536
903
$491K 0.01%
6,363
+4,767
904
$490K 0.01%
17,091
+16,180
905
$488K 0.01%
4,055
-147
906
$484K 0.01%
+19,941
907
$484K 0.01%
14,968
-112,107
908
$483K 0.01%
19,170
+34
909
$479K 0.01%
10,050
+50
910
$474K 0.01%
11,777
+731
911
$473K 0.01%
21,646
+1,242
912
$473K 0.01%
15,450
-934
913
$472K 0.01%
7,765
-226
914
$472K 0.01%
4,865
-3,063
915
$471K 0.01%
3,889
+16
916
$470K 0.01%
3,426
-728
917
$470K 0.01%
8,792
+6,673
918
$468K 0.01%
47,884
+39,366
919
$466K 0.01%
4,751
-1,223
920
$465K 0.01%
6,416
+1,591
921
$465K 0.01%
20,450
+2,881
922
$464K 0.01%
18,678
+1,581
923
$464K 0.01%
46,161
-40,896
924
$463K 0.01%
2,751
+293
925
$463K 0.01%
27,515
-8,813
35 36
37
38 39