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
1251
$244K 0.01%
4,822
-1,414
1252
$244K 0.01%
2,155
-421
1253
$244K 0.01%
4,700
-9,195
1254
$244K 0.01%
5,522
+372
1255
$244K 0.01%
30,000
1256
$243K 0.01%
+12,191
1257
$243K 0.01%
8,565
-2,322
1258
$242K 0.01%
9,745
+226
1259
$242K 0.01%
7,189
+3,756
1260
$242K 0.01%
1,430
-785
1261
$241K 0.01%
2,481
+65
1262
$241K 0.01%
3,745
-1,365
1263
$239K 0.01%
9,581
+6,677
1264
$239K 0.01%
2,491
-876
1265
$238K 0.01%
3,169
-623
1266
$238K 0.01%
4,126
-996
1267
$238K 0.01%
9,544
-2,760
1268
$238K 0.01%
12,352
-5,668
1269
$238K 0.01%
3,620
1270
$237K 0.01%
9,538
+3,791
1271
$237K 0.01%
20,000
-7,188
1272
$236K 0.01%
7,192
+930
1273
$236K 0.01%
9,469
-3,283
1274
$236K 0.01%
15,150
-3,840
1275
$235K 0.01%
4,014
+28
49 50
51
52 53