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
976
$125K 0.01%
1,323
-260
977
$124K 0.01%
970
-186
978
$124K 0.01%
12,087
979
$124K 0.01%
20,200
+1,000
980
$123K 0.01%
679
+601
981
$123K 0.01%
3,366
+933
982
$123K 0.01%
693
+55
983
$123K 0.01%
4,966
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984
$123K 0.01%
2,682
+206
985
$123K 0.01%
1,078
-202
986
$122K ﹤0.01%
9,459
+84
987
$122K ﹤0.01%
2,394
+2
988
$122K ﹤0.01%
874
+266
989
$122K ﹤0.01%
317
-150
990
$122K ﹤0.01%
833
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$122K ﹤0.01%
1,542
-106
992
$122K ﹤0.01%
91
+31
993
$121K ﹤0.01%
1,105
+382
994
$121K ﹤0.01%
797
-24
995
$121K ﹤0.01%
2,618
996
$121K ﹤0.01%
13,238
-500
997
$120K ﹤0.01%
898
+811
998
$120K ﹤0.01%
2,551
+44
999
$120K ﹤0.01%
3,823
-105
1000
$120K ﹤0.01%
1,819
+1,049
38 39
40
41 42