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
1301
$221K 0.01%
13,920
+30
1302
$221K 0.01%
8,804
-700
1303
$220K 0.01%
9,874
+1,051
1304
$220K 0.01%
28,200
+1,797
1305
$220K 0.01%
19,200
+2,200
1306
$219K 0.01%
4,508
+1,139
1307
$218K 0.01%
3,693
-433
1308
$217K 0.01%
8,878
+5,507
1309
$217K 0.01%
6,603
-846
1310
$217K 0.01%
8,212
-2,531
1311
$217K 0.01%
6,209
-2,347
1312
$217K 0.01%
5,593
-179
1313
$217K 0.01%
2,690
-340
1314
$216K 0.01%
1,440
+18
1315
$216K 0.01%
7,035
+3,351
1316
$215K 0.01%
2,716
-1,758
1317
$214K 0.01%
9,623
+921
1318
$214K 0.01%
4,176
-1,818
1319
$213K 0.01%
3,197
+241
1320
$212K 0.01%
1,806
-22,199
1321
$212K 0.01%
2,354
+53
1322
$211K 0.01%
4,007
+574
1323
$211K 0.01%
4,915
1324
$210K 0.01%
3,207
+673
1325
$210K 0.01%
3,467
+22
51 52
53
54 55