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
1076
$341K 0.01%
7,936
+896
1077
$341K 0.01%
6,790
+3,564
1078
$341K 0.01%
6,777
-91
1079
$340K 0.01%
13,768
-39
1080
$340K 0.01%
5,285
+1,308
1081
$339K 0.01%
13,399
-3,994
1082
$338K 0.01%
7,273
-2,012
1083
$337K 0.01%
28,150
-2,000
1084
$337K 0.01%
3,404
-95
1085
$335K 0.01%
6,763
-3,179
1086
$335K 0.01%
5,474
-730
1087
$334K 0.01%
13,407
-325,425
1088
$333K 0.01%
13,341
+660
1089
$333K 0.01%
1,117
-1,098
1090
$333K 0.01%
10,903
-334
1091
$331K 0.01%
7,589
-29
1092
$331K 0.01%
11,497
-1,148
1093
$331K 0.01%
18,034
-228
1094
$330K 0.01%
13,153
+7
1095
$330K 0.01%
5,759
-170
1096
$330K 0.01%
29,417
+4,857
1097
$329K 0.01%
6,553
-3,312
1098
$329K 0.01%
10,618
-2,027
1099
$328K 0.01%
16,800
-954
1100
$328K 0.01%
4,670
-638
42 43
44
45 46