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
1451
$165K ﹤0.01%
5,910
+705
1452
$165K ﹤0.01%
1,354
-542
1453
$164K ﹤0.01%
19,569
-2,469
1454
$164K ﹤0.01%
2,304
1455
$164K ﹤0.01%
468
-12
1456
$163K ﹤0.01%
5,324
-35
1457
$163K ﹤0.01%
821
+57
1458
$163K ﹤0.01%
1,260
-129
1459
$162K ﹤0.01%
3,275
-630
1460
$162K ﹤0.01%
6,961
-397
1461
$162K ﹤0.01%
3,546
-24
1462
$161K ﹤0.01%
2,509
-200
1463
$161K ﹤0.01%
6,505
+1,971
1464
$161K ﹤0.01%
1,220
+49
1465
$160K ﹤0.01%
4,299
-757
1466
$160K ﹤0.01%
8,168
-2,250
1467
$158K ﹤0.01%
20,000
-200
1468
$158K ﹤0.01%
5,403
-145
1469
$158K ﹤0.01%
1,436
-496
1470
$157K ﹤0.01%
3,285
-713
1471
$157K ﹤0.01%
6,906
+50
1472
$157K ﹤0.01%
12,880
-27,150
1473
$157K ﹤0.01%
6,794
+66
1474
$157K ﹤0.01%
2,809
-114
1475
$156K ﹤0.01%
1,330
-388
57 58
59
60 61