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
951
$132K 0.01%
1,631
-161
952
$132K 0.01%
6,563
+303
953
$131K 0.01%
1,348
+105
954
$131K 0.01%
537
-24
955
$130K 0.01%
649
-29
956
$130K 0.01%
5,039
+910
957
$130K 0.01%
4,481
+2,044
958
$130K 0.01%
1,136
+179
959
$129K 0.01%
2,541
-101
960
$129K 0.01%
2,374
+3
961
$129K 0.01%
1,406
+582
962
$129K 0.01%
401
-10
963
$129K 0.01%
1,042
-1,232
964
$128K 0.01%
10,853
+2,897
965
$128K 0.01%
+1,805
966
$128K 0.01%
4,378
+3,973
967
$128K 0.01%
112
+2
968
$128K 0.01%
93,246
+8,230
969
$128K 0.01%
6,705
970
$127K 0.01%
4,173
-2,237
971
$127K 0.01%
1,326
972
$126K 0.01%
736
973
$126K 0.01%
271
+90
974
$126K 0.01%
8,304
975
$125K 0.01%
811
+586
37 38
39
40 41