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
1426
$42K ﹤0.01%
550
1427
$42K ﹤0.01%
444
1428
$42K ﹤0.01%
1,084
+752
1429
$42K ﹤0.01%
753
1430
$42K ﹤0.01%
+1,592
1431
$42K ﹤0.01%
964
+280
1432
$41K ﹤0.01%
1,638
-91
1433
$41K ﹤0.01%
1,406
-1,225
1434
$41K ﹤0.01%
+1,373
1435
$41K ﹤0.01%
2,667
-549
1436
$41K ﹤0.01%
825
1437
$41K ﹤0.01%
659
+579
1438
$41K ﹤0.01%
2,347
1439
$40K ﹤0.01%
2,339
-1,834
1440
$40K ﹤0.01%
+708
1441
$40K ﹤0.01%
697
1442
$40K ﹤0.01%
47
-23
1443
$40K ﹤0.01%
+5,000
1444
$40K ﹤0.01%
495
-65
1445
$40K ﹤0.01%
1,586
+2
1446
$40K ﹤0.01%
4,121
-5,540
1447
$40K ﹤0.01%
813
+1
1448
$40K ﹤0.01%
186
-9
1449
$40K ﹤0.01%
178
+85
1450
$40K ﹤0.01%
297
-552
56 57
58
59 60