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
1076
$101K ﹤0.01%
929
+136
1077
$101K ﹤0.01%
4,757
+397
1078
$101K ﹤0.01%
616
+122
1079
$101K ﹤0.01%
675
+36
1080
$100K ﹤0.01%
568
+335
1081
$100K ﹤0.01%
6,657
+4,142
1082
$100K ﹤0.01%
2,100
1083
$100K ﹤0.01%
+2,324
1084
$99K ﹤0.01%
2,075
-33
1085
$99K ﹤0.01%
+2,855
1086
$99K ﹤0.01%
1,284
1087
$99K ﹤0.01%
2,582
+336
1088
$98K ﹤0.01%
6,254
+205
1089
$98K ﹤0.01%
3,239
+452
1090
$98K ﹤0.01%
1,732
-378
1091
$98K ﹤0.01%
1,368
+41
1092
$97K ﹤0.01%
8,546
+4,649
1093
$97K ﹤0.01%
706
+93
1094
$97K ﹤0.01%
2,819
-50
1095
$96K ﹤0.01%
+3,223
1096
$96K ﹤0.01%
274
+2
1097
$96K ﹤0.01%
1,820
-100
1098
$96K ﹤0.01%
940
+14
1099
$95K ﹤0.01%
1,689
-3,311
1100
$95K ﹤0.01%
1,980
+1,925
42 43
44
45 46