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
101
$3.72M 0.15%
43,156
+15,749
102
$3.72M 0.15%
16,602
+282
103
$3.69M 0.15%
22,354
+1,915
104
$3.69M 0.15%
63,875
+895
105
$3.65M 0.15%
72,585
+5,052
106
$3.64M 0.15%
50,430
-1,682
107
$3.61M 0.15%
34,507
+2,143
108
$3.57M 0.14%
88,676
+25,444
109
$3.53M 0.14%
51,209
-16,867
110
$3.52M 0.14%
87,281
-4,455
111
$3.48M 0.14%
15,368
+476
112
$3.48M 0.14%
12,169
+1,266
113
$3.43M 0.14%
53,156
+3,753
114
$3.41M 0.14%
41,149
-6,717
115
$3.4M 0.14%
46,422
-470
116
$3.37M 0.14%
38,035
+449
117
$3.35M 0.14%
25,217
-216
118
$3.34M 0.14%
46,513
-588
119
$3.32M 0.13%
124,738
-23,860
120
$3.31M 0.13%
60,706
+12,754
121
$3.3M 0.13%
68,802
-174
122
$3.28M 0.13%
103,104
-3,368
123
$3.27M 0.13%
12,508
-1,016
124
$3.25M 0.13%
51,037
+200
125
$3.25M 0.13%
22,971
+758
3 4
5
6 7