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
1226
$256K 0.01%
8,605
+73
1227
$254K 0.01%
2,676
-251
1228
$254K 0.01%
5,478
-1,091
1229
$254K 0.01%
5,302
+557
1230
$254K 0.01%
4,158
+292
1231
$254K 0.01%
245,000
+49,000
1232
$253K 0.01%
8,003
-11,587
1233
$253K 0.01%
10,219
1234
$252K 0.01%
7,270
-3,732
1235
$252K 0.01%
8,925
+2,975
1236
$251K 0.01%
2,063
+701
1237
$251K 0.01%
6,002
-1,937
1238
$250K 0.01%
4,092
+604
1239
$250K 0.01%
3,043
-108
1240
$249K 0.01%
10,794
+8,809
1241
$248K 0.01%
10,588
-750
1242
$248K 0.01%
5,202
+1,577
1243
$248K 0.01%
6,856
-631
1244
$248K 0.01%
9,001
+3,210
1245
$248K 0.01%
1,384
-1,450
1246
$247K 0.01%
8,312
-940
1247
$247K 0.01%
2,960
+640
1248
$245K 0.01%
12,526
-12,347
1249
$245K 0.01%
6,963
-406
1250
$244K 0.01%
21,443
-14,845
48 49
50
51 52