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
1351
$52K ﹤0.01%
691
-58
1352
$52K ﹤0.01%
+188
1353
$52K ﹤0.01%
650
+601
1354
$52K ﹤0.01%
992
-30
1355
$51K ﹤0.01%
4,739
+2,739
1356
$51K ﹤0.01%
3,006
+83
1357
$51K ﹤0.01%
183
+79
1358
$51K ﹤0.01%
2,281
-1,168
1359
$51K ﹤0.01%
429
-946
1360
$51K ﹤0.01%
917
-26
1361
$51K ﹤0.01%
3,223
-1,662
1362
$51K ﹤0.01%
1,879
1363
$51K ﹤0.01%
1,837
+1,000
1364
$51K ﹤0.01%
747
-15
1365
$50K ﹤0.01%
1,460
+1,253
1366
$50K ﹤0.01%
1,358
-304
1367
$50K ﹤0.01%
1,158
+202
1368
$50K ﹤0.01%
4,903
+3
1369
$50K ﹤0.01%
262
+112
1370
$50K ﹤0.01%
1,909
1371
$50K ﹤0.01%
2,278
-3,503
1372
$49K ﹤0.01%
2,836
-122
1373
$49K ﹤0.01%
457
-10
1374
$49K ﹤0.01%
1,087
-67
1375
$49K ﹤0.01%
1,665
-1,115
53 54
55
56 57