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
976
$416K 0.01%
5,691
-655
977
$415K 0.01%
12,176
+2,437
978
$414K 0.01%
14,404
+82
979
$414K 0.01%
13,784
+1,676
980
$414K 0.01%
4,444
+2,697
981
$414K 0.01%
8,700
-604
982
$413K 0.01%
13,758
+605
983
$413K 0.01%
16,659
+11,879
984
$413K 0.01%
5,024
-1,386
985
$413K 0.01%
36,926
-36,712
986
$410K 0.01%
11,696
+18
987
$410K 0.01%
7,858
+975
988
$408K 0.01%
12,812
-2,981
989
$408K 0.01%
11,275
-157
990
$408K 0.01%
16,206
+7,724
991
$406K 0.01%
11,906
-1,899
992
$406K 0.01%
15,165
-2,248
993
$405K 0.01%
7,194
-1,805
994
$403K 0.01%
19,618
+797
995
$403K 0.01%
16,509
+98
996
$403K 0.01%
3,441
-435
997
$401K 0.01%
5,627
-701
998
$399K 0.01%
7,586
-3,265
999
$398K 0.01%
15,659
+11,067
1000
$397K 0.01%
9,617
-6,652
38 39
40
41 42