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
1151
$296K 0.01%
17,479
+2,482
1152
$294K 0.01%
4,800
-14
1153
$294K 0.01%
16,120
+10
1154
$292K 0.01%
23,220
-151,404
1155
$289K 0.01%
22,100
-1,000
1156
$289K 0.01%
13,544
+200
1157
$289K 0.01%
9,245
1158
$289K 0.01%
7,748
+1,525
1159
$289K 0.01%
11,484
-21,940
1160
$288K 0.01%
4,306
+1,976
1161
$288K 0.01%
4,729
-793
1162
$288K 0.01%
2,265
-812
1163
$288K 0.01%
2,698
-100
1164
$287K 0.01%
10,922
-1
1165
$286K 0.01%
2,950
+18
1166
$284K 0.01%
5,061
+4,090
1167
$283K 0.01%
828
-743
1168
$283K 0.01%
5,236
-1,182
1169
$282K 0.01%
12,623
-1,277
1170
$281K 0.01%
10,864
+3,086
1171
$280K 0.01%
7,474
-2,025
1172
$280K 0.01%
1,378
-34
1173
$279K 0.01%
15,025
+4,864
1174
$279K 0.01%
4,036
+31
1175
$279K 0.01%
5,844
+1,228
45 46
47
48 49