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
1326
$56K ﹤0.01%
894
1327
$56K ﹤0.01%
1,272
+101
1328
$56K ﹤0.01%
2,341
-20
1329
$56K ﹤0.01%
92,751
+3,500
1330
$55K ﹤0.01%
7,295
+5,095
1331
$55K ﹤0.01%
2,198
+59
1332
$55K ﹤0.01%
466
-19
1333
$55K ﹤0.01%
+650
1334
$55K ﹤0.01%
1,604
+612
1335
$55K ﹤0.01%
960
-73
1336
$55K ﹤0.01%
520
1337
$54K ﹤0.01%
562
-166
1338
$54K ﹤0.01%
450
1339
$54K ﹤0.01%
1,194
-9
1340
$54K ﹤0.01%
1,100
1341
$53K ﹤0.01%
1,022
+873
1342
$53K ﹤0.01%
308
+99
1343
$53K ﹤0.01%
3,449
+3,057
1344
$53K ﹤0.01%
+2,036
1345
$53K ﹤0.01%
1,029
+12
1346
$53K ﹤0.01%
+1,874
1347
$53K ﹤0.01%
+56
1348
$52K ﹤0.01%
1,309
-721
1349
$52K ﹤0.01%
485
-159
1350
$52K ﹤0.01%
1,326
-54,623
52 53
54
55 56