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
1026
$111K ﹤0.01%
869
-12
1027
$111K ﹤0.01%
8,752
+1,046
1028
$111K ﹤0.01%
2,040
-200
1029
$111K ﹤0.01%
762
+550
1030
$111K ﹤0.01%
+15,325
1031
$110K ﹤0.01%
6,096
+5,776
1032
$110K ﹤0.01%
5,417
1033
$110K ﹤0.01%
1,651
+131
1034
$110K ﹤0.01%
1,041
+2
1035
$110K ﹤0.01%
1,352
+10
1036
$110K ﹤0.01%
+2,452
1037
$109K ﹤0.01%
2,676
-949
1038
$109K ﹤0.01%
465
-45
1039
$109K ﹤0.01%
1,060
+1,035
1040
$109K ﹤0.01%
2,454
+353
1041
$108K ﹤0.01%
1,940
+905
1042
$108K ﹤0.01%
3,489
-463
1043
$108K ﹤0.01%
4,925
1044
$108K ﹤0.01%
2,110
+1,611
1045
$108K ﹤0.01%
422
+17
1046
$108K ﹤0.01%
198
+8
1047
$107K ﹤0.01%
2,929
+2,541
1048
$107K ﹤0.01%
2,561
1049
$107K ﹤0.01%
916
+84
1050
$107K ﹤0.01%
439
+147
40 41
42
43 44