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
1401
$182K ﹤0.01%
974
-66
1402
$182K ﹤0.01%
5,975
-3,855
1403
$181K ﹤0.01%
9,000
-26
1404
$181K ﹤0.01%
2,129
-348
1405
$180K ﹤0.01%
5,946
-150
1406
$180K ﹤0.01%
2,316
-2,424
1407
$179K ﹤0.01%
1,008
-4
1408
$179K ﹤0.01%
4,821
+66
1409
$179K ﹤0.01%
7,411
+1,220
1410
$179K ﹤0.01%
2,131
-194
1411
$179K ﹤0.01%
1,306
-72
1412
$178K ﹤0.01%
4,997
+448
1413
$178K ﹤0.01%
7,503
+857
1414
$178K ﹤0.01%
5,125
-253
1415
$178K ﹤0.01%
7,229
+1,278
1416
$178K ﹤0.01%
12,716
-3,661
1417
$177K ﹤0.01%
6,668
1418
$177K ﹤0.01%
12,905
-1,776
1419
$176K ﹤0.01%
11,400
1420
$176K ﹤0.01%
+7,020
1421
$176K ﹤0.01%
2,681
-26
1422
$176K ﹤0.01%
7,818
+500
1423
$175K ﹤0.01%
1,864
-84
1424
$175K ﹤0.01%
+6,951
1425
$175K ﹤0.01%
3,483
+100
55 56
57
58 59