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
1401
$45K ﹤0.01%
125
+87
1402
$45K ﹤0.01%
1,194
-404
1403
$44K ﹤0.01%
330
-60
1404
$44K ﹤0.01%
500
1405
$44K ﹤0.01%
460
1406
$44K ﹤0.01%
2,643
-234
1407
$44K ﹤0.01%
578
+557
1408
$44K ﹤0.01%
840
1409
$44K ﹤0.01%
2,984
1410
$44K ﹤0.01%
3,068
+8
1411
$44K ﹤0.01%
558
+30
1412
$43K ﹤0.01%
507
+216
1413
$43K ﹤0.01%
209
-637
1414
$43K ﹤0.01%
873
+1
1415
$43K ﹤0.01%
514
-40
1416
$43K ﹤0.01%
188
1417
$43K ﹤0.01%
550
+100
1418
$43K ﹤0.01%
1,372
-383
1419
$43K ﹤0.01%
83
1420
$43K ﹤0.01%
900
+500
1421
$43K ﹤0.01%
2,853
+2,673
1422
$42K ﹤0.01%
749
1423
$42K ﹤0.01%
550
-1,474
1424
$42K ﹤0.01%
1,648
1425
$42K ﹤0.01%
2,144
55 56
57
58 59