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
1301
$60K ﹤0.01%
1,137
+125
1302
$59K ﹤0.01%
792
-4
1303
$59K ﹤0.01%
926
-48
1304
$59K ﹤0.01%
1,250
-1,000
1305
$59K ﹤0.01%
382
+293
1306
$59K ﹤0.01%
303
-809
1307
$59K ﹤0.01%
602
+259
1308
$59K ﹤0.01%
371
-186
1309
$59K ﹤0.01%
976
1310
$58K ﹤0.01%
5,867
-90
1311
$58K ﹤0.01%
218
-82
1312
$58K ﹤0.01%
673
-6
1313
$57K ﹤0.01%
1,121
+17
1314
$57K ﹤0.01%
328
-69
1315
$57K ﹤0.01%
1,750
1316
$57K ﹤0.01%
1,686
+1,443
1317
$57K ﹤0.01%
2,616
-1,164
1318
$56K ﹤0.01%
1,429
+439
1319
$56K ﹤0.01%
811
+330
1320
$56K ﹤0.01%
258
+10
1321
$56K ﹤0.01%
589
-27
1322
$56K ﹤0.01%
418
+21
1323
$56K ﹤0.01%
+2,000
1324
$56K ﹤0.01%
2,437
+104
1325
$56K ﹤0.01%
120
+81
51 52
53
54 55