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
926
$462K 0.01%
8,735
+4,286
927
$462K 0.01%
11,824
+272
928
$461K 0.01%
8,930
-1,459
929
$460K 0.01%
10,799
+182
930
$459K 0.01%
18,374
931
$458K 0.01%
18,765
-1,856
932
$458K 0.01%
35,330
-6,286
933
$457K 0.01%
5,440
-7,997
934
$456K 0.01%
17,939
+17,339
935
$454K 0.01%
8,248
-1,396
936
$453K 0.01%
9,821
+52
937
$453K 0.01%
22,000
+6,000
938
$453K 0.01%
19,146
-5,492
939
$453K 0.01%
18,708
-1,004
940
$452K 0.01%
32,307
-350
941
$451K 0.01%
+5,669
942
$449K 0.01%
11,870
-4,641
943
$448K 0.01%
7,627
+675
944
$447K 0.01%
16,041
-3,660
945
$445K 0.01%
21,621
+3,878
946
$445K 0.01%
20,847
-370,344
947
$442K 0.01%
12,594
+203
948
$442K 0.01%
15,708
-1,922
949
$441K 0.01%
17,527
+6,812
950
$440K 0.01%
2,333
+26
36 37
38
39 40