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
926
$141K 0.01%
7,130
+540
927
$141K 0.01%
4,153
-45
928
$141K 0.01%
1,040
+998
929
$140K 0.01%
16,792
+2,060
930
$140K 0.01%
14,233
+540
931
$140K 0.01%
+5,200
932
$139K 0.01%
1,913
+36
933
$138K 0.01%
6,523
+2
934
$137K 0.01%
1,782
+841
935
$137K 0.01%
965
-179
936
$137K 0.01%
1,430
+420
937
$137K 0.01%
9,300
938
$136K 0.01%
10,539
939
$136K 0.01%
1,117
+992
940
$136K 0.01%
15,000
+10,000
941
$135K 0.01%
4,900
-1,350
942
$135K 0.01%
1,138
+65
943
$135K 0.01%
1,004
+21
944
$134K 0.01%
2,186
+571
945
$134K 0.01%
1,663
946
$134K 0.01%
5,471
-337
947
$134K 0.01%
+7,920
948
$134K 0.01%
7,738
+5,700
949
$133K 0.01%
2,334
+850
950
$133K 0.01%
1,190
+249
36 37
38
39 40