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
1501
$34K ﹤0.01%
217
+41
1502
$34K ﹤0.01%
358
-10
1503
$34K ﹤0.01%
529
-83
1504
$34K ﹤0.01%
381
+85
1505
$34K ﹤0.01%
743
1506
$34K ﹤0.01%
386
+40
1507
$34K ﹤0.01%
820
-600
1508
$34K ﹤0.01%
+453
1509
$34K ﹤0.01%
614
-2,933
1510
$34K ﹤0.01%
942
+101
1511
$34K ﹤0.01%
426
-25
1512
$34K ﹤0.01%
211
+164
1513
$33K ﹤0.01%
768
1514
$33K ﹤0.01%
+269
1515
$33K ﹤0.01%
1,205
+518
1516
$33K ﹤0.01%
514
1517
$33K ﹤0.01%
500
1518
$33K ﹤0.01%
1,851
1519
$33K ﹤0.01%
489
1520
$33K ﹤0.01%
299
+66
1521
$33K ﹤0.01%
+125
1522
$32K ﹤0.01%
701
-348
1523
$32K ﹤0.01%
6,200
1524
$32K ﹤0.01%
702
1525
$32K ﹤0.01%
2,043
-118
59 60
61
62 63