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
1001
$396K 0.01%
25,687
-4,582
1002
$396K 0.01%
4,976
-1,425
1003
$395K 0.01%
7,041
-6,431
1004
$394K 0.01%
15,223
+2,994
1005
$394K 0.01%
8,218
+1
1006
$393K 0.01%
11,492
-232
1007
$392K 0.01%
3,463
-5,945
1008
$390K 0.01%
22,064
-3,035
1009
$389K 0.01%
2,698
+217
1010
$389K 0.01%
14,040
+87
1011
$387K 0.01%
7,641
-26,243
1012
$387K 0.01%
7,045
+788
1013
$385K 0.01%
8,217
+139
1014
$385K 0.01%
8,183
+1,703
1015
$385K 0.01%
6,142
1016
$383K 0.01%
6,924
-29,083
1017
$382K 0.01%
8,402
-362
1018
$382K 0.01%
14,172
-4,645
1019
$380K 0.01%
23,648
+22,222
1020
$380K 0.01%
9,205
+7,607
1021
$376K 0.01%
12,306
+929
1022
$375K 0.01%
1,959
-112
1023
$375K 0.01%
15,281
+40
1024
$373K 0.01%
5,376
-382
1025
$373K 0.01%
10,007
+1,279
39 40
41
42 43