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
951
$437K 0.01%
4,191
-892
952
$435K 0.01%
14,625
-2,513
953
$435K 0.01%
21,831
-8,215
954
$432K 0.01%
8,239
+122
955
$431K 0.01%
+17,253
956
$428K 0.01%
18,580
-13,410
957
$428K 0.01%
6,146
+5,035
958
$427K 0.01%
9,948
+4,506
959
$426K 0.01%
16,927
-1,556
960
$425K 0.01%
2,246
961
$425K 0.01%
5,204
+296
962
$425K 0.01%
6,792
-941
963
$424K 0.01%
8,632
-7,456
964
$424K 0.01%
22,078
+5,741
965
$422K 0.01%
8,505
-1,042
966
$422K 0.01%
3,567
-3,960
967
$421K 0.01%
9,773
-89
968
$419K 0.01%
42,399
-169
969
$418K 0.01%
1,910
-289
970
$418K 0.01%
5,494
-3,378
971
$417K 0.01%
22,097
+18,774
972
$417K 0.01%
16,245
+11,253
973
$417K 0.01%
4,352
-306
974
$417K 0.01%
31,308
+30,648
975
$416K 0.01%
+16,603
37 38
39
40 41