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
126
$5.46M 0.15%
159,702
-17,157
127
$5.46M 0.15%
70,376
+22,186
128
$5.41M 0.14%
46,876
-25,453
129
$5.41M 0.14%
18,214
-2,170
130
$5.37M 0.14%
124,155
+17,728
131
$5.37M 0.14%
211,736
+4,560
132
$5.34M 0.14%
147,880
+81,400
133
$5.32M 0.14%
9,048
-1,627
134
$5.32M 0.14%
180,258
+67,209
135
$5.3M 0.14%
43,015
+14,552
136
$5.28M 0.14%
39,454
-1,545
137
$5.28M 0.14%
184,562
+70,296
138
$5.23M 0.14%
77,289
-909
139
$5.21M 0.14%
86,633
-40,882
140
$5.2M 0.14%
97,246
-11,103
141
$5.19M 0.14%
80,936
+9,930
142
$5.17M 0.14%
66,315
-3,618
143
$5.15M 0.14%
107,732
+8,328
144
$5.13M 0.14%
213,790
+155,840
145
$5.08M 0.14%
53,512
-129
146
$5.03M 0.13%
130,503
+20,449
147
$5.02M 0.13%
39,884
-13,589
148
$5.02M 0.13%
31,614
-19,065
149
$5M 0.13%
167,451
-17,662
150
$4.96M 0.13%
54,083
-6,068
4 5
6
7 8