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
1426
$174K ﹤0.01%
1,082
-618
1427
$173K ﹤0.01%
3,011
1428
$173K ﹤0.01%
+13,400
1429
$172K ﹤0.01%
2,078
-262
1430
$172K ﹤0.01%
3,357
-55
1431
$172K ﹤0.01%
6,782
-7,629
1432
$171K ﹤0.01%
603
-8
1433
$171K ﹤0.01%
4,448
-739
1434
$170K ﹤0.01%
1,879
-76
1435
$170K ﹤0.01%
13,249
-440
1436
$170K ﹤0.01%
3,077
-601
1437
$169K ﹤0.01%
3,666
-545
1438
$169K ﹤0.01%
1,145
-236
1439
$168K ﹤0.01%
8,309
-140
1440
$168K ﹤0.01%
8,538
-5,122
1441
$168K ﹤0.01%
12,448
1442
$168K ﹤0.01%
5,553
+4,581
1443
$168K ﹤0.01%
1,286
-198
1444
$168K ﹤0.01%
372,189
1445
$167K ﹤0.01%
13,330
-253
1446
$167K ﹤0.01%
4,453
-774
1447
$166K ﹤0.01%
1,384
-10
1448
$166K ﹤0.01%
4,184
+1,135
1449
$166K ﹤0.01%
4,500
-2,953
1450
$165K ﹤0.01%
615
+343
56 57
58
59 60