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
1451
$40K ﹤0.01%
260
-1
1452
$40K ﹤0.01%
1,173
1453
$39K ﹤0.01%
613
-57
1454
$39K ﹤0.01%
1,285
1455
$39K ﹤0.01%
248
1456
$39K ﹤0.01%
1,175
+975
1457
$39K ﹤0.01%
494
1458
$39K ﹤0.01%
1,152
+2
1459
$39K ﹤0.01%
5,582
-1,372
1460
$39K ﹤0.01%
765
1461
$39K ﹤0.01%
+2,271
1462
$39K ﹤0.01%
265
-73
1463
$39K ﹤0.01%
421
-38
1464
$38K ﹤0.01%
241
+129
1465
$38K ﹤0.01%
387
-53
1466
$38K ﹤0.01%
5,445
+4,915
1467
$38K ﹤0.01%
667
1468
$38K ﹤0.01%
2,063
-66
1469
$38K ﹤0.01%
+1,114
1470
$38K ﹤0.01%
1,085
+751
1471
$38K ﹤0.01%
847
+212
1472
$38K ﹤0.01%
+44
1473
$37K ﹤0.01%
1,000
-750
1474
$37K ﹤0.01%
1,281
-5
1475
$37K ﹤0.01%
370
57 58
59
60 61