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
1476
$156K ﹤0.01%
8,670
-3,001
1477
$156K ﹤0.01%
4,934
-397
1478
$156K ﹤0.01%
7,032
-2,058
1479
$155K ﹤0.01%
6,204
+41
1480
$155K ﹤0.01%
4,038
-92
1481
$155K ﹤0.01%
2,097
+479
1482
$155K ﹤0.01%
3,482
-4,278
1483
$155K ﹤0.01%
756
-4
1484
$154K ﹤0.01%
4,740
-114
1485
$154K ﹤0.01%
1,328
+47
1486
$154K ﹤0.01%
+6,100
1487
$154K ﹤0.01%
175
+22
1488
$153K ﹤0.01%
6,300
1489
$153K ﹤0.01%
9,943
-114
1490
$153K ﹤0.01%
4,673
1491
$153K ﹤0.01%
1,876
-19,929
1492
$153K ﹤0.01%
2,594
-521
1493
$153K ﹤0.01%
1,049
+28
1494
$152K ﹤0.01%
2,518
-3,182
1495
$152K ﹤0.01%
11,829
+1,083
1496
$152K ﹤0.01%
6,900
-30,750
1497
$152K ﹤0.01%
5,376
-70
1498
$152K ﹤0.01%
1,764
+1,027
1499
$151K ﹤0.01%
2,908
+1
1500
$151K ﹤0.01%
2,148
-1,075
58 59
60
61 62