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
1176
$80K ﹤0.01%
1,655
-1,622
1177
$80K ﹤0.01%
1,656
+21
1178
$80K ﹤0.01%
4,459
-85
1179
$80K ﹤0.01%
2,588
+1,806
1180
$79K ﹤0.01%
2,896
+516
1181
$79K ﹤0.01%
138
-3
1182
$79K ﹤0.01%
2,262
-1,030
1183
$79K ﹤0.01%
1,150
+200
1184
$79K ﹤0.01%
3,754
-3,180
1185
$79K ﹤0.01%
6,937
+706
1186
$79K ﹤0.01%
800
-564
1187
$79K ﹤0.01%
1,891
+140
1188
$78K ﹤0.01%
267
+164
1189
$78K ﹤0.01%
2,065
-293
1190
$78K ﹤0.01%
1,482
1191
$78K ﹤0.01%
1,630
1192
$78K ﹤0.01%
1,328
+475
1193
$78K ﹤0.01%
1,100
+297
1194
$77K ﹤0.01%
501
-180
1195
$77K ﹤0.01%
2,017
-62
1196
$77K ﹤0.01%
492
+126
1197
$77K ﹤0.01%
23,370
+18,945
1198
$77K ﹤0.01%
951
1199
$76K ﹤0.01%
1,460
1200
$76K ﹤0.01%
322
+182
46 47
48
49 50