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
1101
$95K ﹤0.01%
809
+395
1102
$95K ﹤0.01%
237
-1
1103
$95K ﹤0.01%
2,179
-243
1104
$95K ﹤0.01%
+4,000
1105
$95K ﹤0.01%
1,369
+6
1106
$94K ﹤0.01%
908
+538
1107
$94K ﹤0.01%
+6,274
1108
$94K ﹤0.01%
614
+414
1109
$94K ﹤0.01%
691
1110
$94K ﹤0.01%
3,375
+228
1111
$93K ﹤0.01%
3,649
+2,199
1112
$93K ﹤0.01%
1,944
-7,061
1113
$93K ﹤0.01%
+1,046
1114
$93K ﹤0.01%
1,916
+112
1115
$93K ﹤0.01%
522
+244
1116
$93K ﹤0.01%
2,014
-36
1117
$92K ﹤0.01%
1,780
+17
1118
$92K ﹤0.01%
329
+244
1119
$91K ﹤0.01%
1,049
-1,295
1120
$91K ﹤0.01%
1,213
-7
1121
$91K ﹤0.01%
1,389
1122
$91K ﹤0.01%
676
-9
1123
$91K ﹤0.01%
1,762
-234
1124
$91K ﹤0.01%
3,780
+3,460
1125
$91K ﹤0.01%
3,071
+1,474
43 44
45
46 47