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
1101
$327K 0.01%
3,466
-9
1102
$327K 0.01%
12,633
-714
1103
$327K 0.01%
8,393
-1,620
1104
$325K 0.01%
4,195
-276
1105
$324K 0.01%
6,972
-133
1106
$323K 0.01%
5,749
-747
1107
$323K 0.01%
20,940
-13,467
1108
$323K 0.01%
12,502
-7
1109
$320K 0.01%
6,902
-2,096
1110
$319K 0.01%
7,380
-491
1111
$319K 0.01%
13,056
-1,804
1112
$319K 0.01%
4,929
-1,174
1113
$318K 0.01%
3,880
+48
1114
$317K 0.01%
3,962
-108
1115
$316K 0.01%
9,096
-2,234
1116
$316K 0.01%
13,492
+1,770
1117
$316K 0.01%
6,312
+1,702
1118
$316K 0.01%
10,742
-1,113
1119
$315K 0.01%
5,832
+1,130
1120
$315K 0.01%
16,710
-8,394
1121
$314K 0.01%
5,709
-25,449
1122
$313K 0.01%
1,355
+4
1123
$313K 0.01%
1,146
1124
$313K 0.01%
7,491
-4,820
1125
$312K 0.01%
8,065
+576
43 44
45
46 47