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
1226
$72K ﹤0.01%
+3,988
1227
$72K ﹤0.01%
401
+251
1228
$72K ﹤0.01%
4,846
-345
1229
$72K ﹤0.01%
345
-5
1230
$71K ﹤0.01%
1,819
1231
$71K ﹤0.01%
986
1232
$71K ﹤0.01%
724
1233
$70K ﹤0.01%
1,205
1234
$70K ﹤0.01%
5,015
+3,080
1235
$70K ﹤0.01%
2,265
1236
$70K ﹤0.01%
1,479
-22
1237
$70K ﹤0.01%
227
+27
1238
$69K ﹤0.01%
1,461
-58
1239
$69K ﹤0.01%
980
+31
1240
$69K ﹤0.01%
585
+181
1241
$69K ﹤0.01%
1,625
1242
$69K ﹤0.01%
1,536
+123
1243
$69K ﹤0.01%
1,948
+314
1244
$69K ﹤0.01%
345
-654
1245
$68K ﹤0.01%
2,934
-158
1246
$68K ﹤0.01%
3,365
+2,949
1247
$68K ﹤0.01%
2,492
-142
1248
$68K ﹤0.01%
4,700
1249
$67K ﹤0.01%
557
+12
1250
$67K ﹤0.01%
778
+435
48 49
50
51 52