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
1251
$67K ﹤0.01%
2,000
1252
$67K ﹤0.01%
1,685
1253
$66K ﹤0.01%
+450
1254
$66K ﹤0.01%
350
1255
$66K ﹤0.01%
830
-426
1256
$66K ﹤0.01%
2,797
+927
1257
$66K ﹤0.01%
+222
1258
$66K ﹤0.01%
1,003
+407
1259
$65K ﹤0.01%
1,967
-9
1260
$65K ﹤0.01%
119
-20
1261
$65K ﹤0.01%
1,619
+16
1262
$65K ﹤0.01%
1,351
+192
1263
$65K ﹤0.01%
1,154
1264
$65K ﹤0.01%
1,550
-1,653
1265
$65K ﹤0.01%
2,248
-8,330
1266
$65K ﹤0.01%
1,003
1267
$64K ﹤0.01%
2,940
+744
1268
$64K ﹤0.01%
1,230
-19,698
1269
$64K ﹤0.01%
637
-12,005
1270
$64K ﹤0.01%
1,333
+1,293
1271
$63K ﹤0.01%
31,794
+2,007
1272
$63K ﹤0.01%
905
-295
1273
$63K ﹤0.01%
687
-6
1274
$63K ﹤0.01%
4,292
+132
1275
$63K ﹤0.01%
350
-575
49 50
51
52 53