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
1151
$85K ﹤0.01%
1,147
-225
1152
$85K ﹤0.01%
8,566
-647
1153
$84K ﹤0.01%
1,678
+32
1154
$84K ﹤0.01%
4,981
+626
1155
$83K ﹤0.01%
1,587
+275
1156
$83K ﹤0.01%
1,430
1157
$83K ﹤0.01%
1,970
+376
1158
$83K ﹤0.01%
1,036
+207
1159
$83K ﹤0.01%
1,422
-1,647
1160
$83K ﹤0.01%
1,276
+260
1161
$83K ﹤0.01%
3,230
+1,825
1162
$82K ﹤0.01%
3,258
1163
$82K ﹤0.01%
1,650
1164
$82K ﹤0.01%
4,085
+1,952
1165
$81K ﹤0.01%
2,013
+207
1166
$81K ﹤0.01%
199
+134
1167
$81K ﹤0.01%
3,473
+70
1168
$81K ﹤0.01%
1,328
-1,093
1169
$81K ﹤0.01%
4,136
-149
1170
$81K ﹤0.01%
1,656
-99
1171
$81K ﹤0.01%
2,724
+2,424
1172
$81K ﹤0.01%
822
+5
1173
$81K ﹤0.01%
844
-13
1174
$80K ﹤0.01%
1,890
-722
1175
$80K ﹤0.01%
1,328
-2
45 46
47
48 49