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
1001
$119K ﹤0.01%
1,292
-164
1002
$119K ﹤0.01%
7,173
+2,400
1003
$119K ﹤0.01%
3,809
-367
1004
$118K ﹤0.01%
3,100
1005
$118K ﹤0.01%
941
-263
1006
$118K ﹤0.01%
7,228
+3,432
1007
$118K ﹤0.01%
5,016
+3,457
1008
$117K ﹤0.01%
2,292
+1,531
1009
$117K ﹤0.01%
1,820
1010
$116K ﹤0.01%
1,625
+369
1011
$116K ﹤0.01%
4,578
-8,972
1012
$115K ﹤0.01%
2,190
-40
1013
$114K ﹤0.01%
1,016
-23
1014
$114K ﹤0.01%
1,948
+13
1015
$114K ﹤0.01%
832
-370
1016
$114K ﹤0.01%
1,452
+50
1017
$113K ﹤0.01%
2,060
+345
1018
$113K ﹤0.01%
+1,800
1019
$113K ﹤0.01%
5,194
-2,000
1020
$113K ﹤0.01%
665
1021
$112K ﹤0.01%
907
+10
1022
$111K ﹤0.01%
2,425
+357
1023
$111K ﹤0.01%
3,802
-135
1024
$111K ﹤0.01%
3,513
1025
$111K ﹤0.01%
1,348
-29
39 40
41
42 43