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
1526
$32K ﹤0.01%
+1,130
1527
$32K ﹤0.01%
852
+43
1528
$32K ﹤0.01%
583
+74
1529
$32K ﹤0.01%
8,600
+1,000
1530
$32K ﹤0.01%
164
+57
1531
$32K ﹤0.01%
600
1532
$32K ﹤0.01%
569
1533
$32K ﹤0.01%
660
1534
$32K ﹤0.01%
662
-1,063
1535
$32K ﹤0.01%
343
-1,786
1536
$31K ﹤0.01%
2,475
1537
$31K ﹤0.01%
1,238
1538
$31K ﹤0.01%
784
+118
1539
$31K ﹤0.01%
+1,500
1540
$31K ﹤0.01%
750
1541
$31K ﹤0.01%
402
-192
1542
$31K ﹤0.01%
623
-1
1543
$31K ﹤0.01%
990
-13,688
1544
$31K ﹤0.01%
800
1545
$31K ﹤0.01%
680
1546
$31K ﹤0.01%
4,173
1547
$30K ﹤0.01%
+1,000
1548
$30K ﹤0.01%
+950
1549
$30K ﹤0.01%
746
-753
1550
$30K ﹤0.01%
+1,500
60 61
62
63 64