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
1276
$235K 0.01%
29,593
+8,015
1277
$235K 0.01%
3,854
-439
1278
$235K 0.01%
4,775
-101
1279
$234K 0.01%
8,886
-141
1280
$234K 0.01%
16,774
+7,834
1281
$234K 0.01%
1,734
+43
1282
$233K 0.01%
4,838
-951
1283
$233K 0.01%
646
-52
1284
$232K 0.01%
6,054
-274
1285
$232K 0.01%
6,619
+1,055
1286
$231K 0.01%
7,176
+2,984
1287
$231K 0.01%
4,809
-2,884
1288
$231K 0.01%
13,002
-4,264
1289
$229K 0.01%
9,760
-288
1290
$229K 0.01%
5,623
+760
1291
$229K 0.01%
5,104
-3,808
1292
$228K 0.01%
2,525
-206
1293
$228K 0.01%
10,968
-377
1294
$227K 0.01%
4,143
-531
1295
$226K 0.01%
3,041
+5
1296
$224K 0.01%
4,688
-2,238
1297
$223K 0.01%
8,293
-1,850
1298
$223K 0.01%
3,009
-86
1299
$222K 0.01%
2,343
-53
1300
$221K 0.01%
7,327
-459
50 51
52
53 54