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
1201
$76K ﹤0.01%
1,322
-24,169
1202
$76K ﹤0.01%
1,866
+1,816
1203
$76K ﹤0.01%
2,878
+9
1204
$76K ﹤0.01%
1,569
+362
1205
$75K ﹤0.01%
1,911
-660
1206
$75K ﹤0.01%
1,505
-695
1207
$75K ﹤0.01%
902
+2
1208
$75K ﹤0.01%
1,795
1209
$75K ﹤0.01%
3,177
-1,044
1210
$75K ﹤0.01%
545
+94
1211
$74K ﹤0.01%
11,000
+1,000
1212
$74K ﹤0.01%
3,771
-2,109
1213
$74K ﹤0.01%
1,738
+718
1214
$74K ﹤0.01%
1,629
+2
1215
$74K ﹤0.01%
1,299
1216
$74K ﹤0.01%
669
-506
1217
$74K ﹤0.01%
2,010
+658
1218
$74K ﹤0.01%
191
+23
1219
$74K ﹤0.01%
3,180
+705
1220
$74K ﹤0.01%
1,547
-50
1221
$74K ﹤0.01%
45,000
+5,000
1222
$73K ﹤0.01%
817
1223
$73K ﹤0.01%
7,373
+6,974
1224
$73K ﹤0.01%
501
+347
1225
$72K ﹤0.01%
4,432
-2,900
47 48
49
50 51