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
1376
$191K 0.01%
2,909
-544
1377
$191K 0.01%
4,108
-1,029
1378
$191K 0.01%
5,011
-1,717
1379
$191K 0.01%
4,891
-793
1380
$190K 0.01%
2,483
-338
1381
$189K 0.01%
3,768
-10
1382
$189K 0.01%
5,445
+194
1383
$189K 0.01%
15,035
-7,690
1384
$189K 0.01%
+7,105
1385
$189K 0.01%
150
-103
1386
$189K 0.01%
16,362
-8,332
1387
$188K 0.01%
1,790
-138
1388
$188K 0.01%
13,756
+4,241
1389
$188K 0.01%
1,257
-2
1390
$188K 0.01%
1,093
+577
1391
$188K 0.01%
1,897
-215
1392
$187K 0.01%
950
+495
1393
$186K 0.01%
1,504
-257
1394
$186K 0.01%
3,678
1395
$185K ﹤0.01%
12,962
+7
1396
$185K ﹤0.01%
5,119
+4,634
1397
$185K ﹤0.01%
4,641
-134
1398
$184K ﹤0.01%
755
-61
1399
$183K ﹤0.01%
11,619
-3,305
1400
$183K ﹤0.01%
2,428
-158
54 55
56
57 58