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
1051
$107K ﹤0.01%
15,315
+14,015
1052
$107K ﹤0.01%
734
+69
1053
$106K ﹤0.01%
2,025
+975
1054
$106K ﹤0.01%
2,813
+439
1055
$106K ﹤0.01%
1,900
1056
$106K ﹤0.01%
3,159
+1,545
1057
$106K ﹤0.01%
3,615
+1,460
1058
$106K ﹤0.01%
406
-80
1059
$106K ﹤0.01%
14,815
-10,042
1060
$105K ﹤0.01%
1,435
-95
1061
$105K ﹤0.01%
1,751
-182
1062
$104K ﹤0.01%
3,687
+3,487
1063
$104K ﹤0.01%
3,584
+734
1064
$104K ﹤0.01%
+1,477
1065
$103K ﹤0.01%
351
+5
1066
$103K ﹤0.01%
1,930
1067
$103K ﹤0.01%
1,758
1068
$103K ﹤0.01%
1,506
+327
1069
$103K ﹤0.01%
4,018
+16
1070
$103K ﹤0.01%
3,788
1071
$102K ﹤0.01%
1,539
-48
1072
$102K ﹤0.01%
2,722
-373
1073
$102K ﹤0.01%
4,975
-1,440
1074
$102K ﹤0.01%
+1,425
1075
$102K ﹤0.01%
1,260
+60
41 42
43
44 45