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
1126
$90K ﹤0.01%
2,313
+313
1127
$90K ﹤0.01%
2,887
1128
$90K ﹤0.01%
+5,500
1129
$90K ﹤0.01%
688
+29
1130
$90K ﹤0.01%
752
-145
1131
$90K ﹤0.01%
3,559
-2,266
1132
$90K ﹤0.01%
+5,871
1133
$89K ﹤0.01%
1,313
+235
1134
$89K ﹤0.01%
727
1135
$89K ﹤0.01%
186
+121
1136
$88K ﹤0.01%
7,446
+2,862
1137
$88K ﹤0.01%
916
-4
1138
$88K ﹤0.01%
251
+44
1139
$88K ﹤0.01%
+2,080
1140
$88K ﹤0.01%
2,077
+90
1141
$87K ﹤0.01%
3,659
-469
1142
$87K ﹤0.01%
840
-100
1143
$87K ﹤0.01%
85
-19
1144
$87K ﹤0.01%
2,830
+2,748
1145
$86K ﹤0.01%
2,140
-474
1146
$86K ﹤0.01%
1,240
-1,243
1147
$86K ﹤0.01%
2,972
-33
1148
$86K ﹤0.01%
4,110
-1,726
1149
$85K ﹤0.01%
829
-29
1150
$85K ﹤0.01%
85
44 45
46
47 48