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
76
$5.18M 0.21%
18,799
+18,483
77
$5.18M 0.21%
156,347
78
$5.15M 0.21%
99,975
-173,410
79
$5.06M 0.21%
19,001
+2,330
80
$4.98M 0.2%
84,753
+1,488
81
$4.87M 0.2%
38,155
+23,971
82
$4.87M 0.2%
132,109
-1,157
83
$4.79M 0.19%
23,548
-1,042
84
$4.68M 0.19%
164,921
+628
85
$4.57M 0.19%
59,341
+781
86
$4.52M 0.18%
165,754
+36,834
87
$4.35M 0.18%
31,231
+424
88
$4.31M 0.17%
20,316
-966
89
$4.06M 0.16%
80,197
+32
90
$3.99M 0.16%
54,355
-1,416
91
$3.96M 0.16%
36,919
+2,582
92
$3.96M 0.16%
184,980
+23,391
93
$3.96M 0.16%
18,418
+3,663
94
$3.92M 0.16%
197,856
+10,089
95
$3.89M 0.16%
16,769
+2,998
96
$3.87M 0.16%
177,960
-6,551
97
$3.84M 0.16%
10,925
+65
98
$3.81M 0.15%
23,648
+2,211
99
$3.79M 0.15%
7,421
+322
100
$3.73M 0.15%
31,370
+6,336
2 3
4
5 6