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
1376
$49K ﹤0.01%
1,183
-170
1377
$49K ﹤0.01%
+6,620
1378
$49K ﹤0.01%
2,270
+10
1379
$49K ﹤0.01%
129
+53
1380
$49K ﹤0.01%
1,491
+22
1381
$49K ﹤0.01%
1,211
-325
1382
$49K ﹤0.01%
+10,000
1383
$49K ﹤0.01%
2,287
+128
1384
$49K ﹤0.01%
1,213
+2
1385
$48K ﹤0.01%
702
+387
1386
$48K ﹤0.01%
+640
1387
$47K ﹤0.01%
510
+370
1388
$47K ﹤0.01%
296
-204
1389
$47K ﹤0.01%
1,000
1390
$47K ﹤0.01%
129
+51
1391
$47K ﹤0.01%
466
-108
1392
$47K ﹤0.01%
125
+100
1393
$47K ﹤0.01%
685
+14
1394
$47K ﹤0.01%
1,886
-1,006
1395
$47K ﹤0.01%
597
-1,109
1396
$47K ﹤0.01%
792
1397
$47K ﹤0.01%
522
1398
$46K ﹤0.01%
78
-1
1399
$46K ﹤0.01%
2,100
1400
$46K ﹤0.01%
3,500
-1,000
54 55
56
57 58