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
126
$3.23M 0.13%
124,145
+115,971
127
$3.21M 0.13%
59,666
-2,885
128
$3.18M 0.13%
82,492
+18,671
129
$3.18M 0.13%
198,752
-376
130
$3.16M 0.13%
32,707
+2,354
131
$3.13M 0.13%
71,220
+33,870
132
$3.11M 0.13%
53,990
+44,905
133
$3.08M 0.12%
51,336
-9,386
134
$3.07M 0.12%
49,462
+1,259
135
$3.04M 0.12%
+102,375
136
$3.03M 0.12%
39,552
-2,324
137
$3M 0.12%
59,799
-2,867
138
$2.99M 0.12%
18,150
+457
139
$2.94M 0.12%
86,882
+2,299
140
$2.93M 0.12%
28,959
+807
141
$2.93M 0.12%
29,648
+1,762
142
$2.93M 0.12%
8,847
+222
143
$2.88M 0.12%
59,054
+12,860
144
$2.87M 0.12%
7,560
+6
145
$2.84M 0.12%
18,657
-149,549
146
$2.82M 0.11%
30,279
+3,192
147
$2.81M 0.11%
74,698
+17,475
148
$2.8M 0.11%
51,087
+16,145
149
$2.8M 0.11%
19,581
+522
150
$2.75M 0.11%
44,092
-2,519
4 5
6
7 8