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
76
$10.2M 0.27%
89,363
-39,889
77
$10.1M 0.27%
197,482
-17,361
78
$9.81M 0.26%
92,181
+9,539
79
$9.64M 0.26%
550,607
-13,068
80
$9.62M 0.26%
250,488
+13,438
81
$9.55M 0.26%
375,034
-92,004
82
$9.44M 0.25%
208,862
+4,503
83
$9.05M 0.24%
502,248
+208,704
84
$8.99M 0.24%
372,678
+14,224
85
$8.94M 0.24%
54,319
-50,302
86
$8.89M 0.24%
73,535
-3,453
87
$8.84M 0.24%
368,562
-23,596
88
$8.77M 0.23%
149,551
+13,845
89
$8.76M 0.23%
338,250
-122,080
90
$8.43M 0.23%
80,276
-73,698
91
$8.07M 0.22%
77,081
+15,549
92
$7.88M 0.21%
416,309
-438,741
93
$7.85M 0.21%
72,447
-21,731
94
$7.8M 0.21%
308,475
+89,691
95
$7.5M 0.2%
150,455
+22,022
96
$7.47M 0.2%
71,573
+3,286
97
$7.21M 0.19%
161,643
+13,535
98
$7.18M 0.19%
55,541
+35,287
99
$7.11M 0.19%
190,666
-93,315
100
$7.09M 0.19%
47,846
-12,678
2 3
4
5 6