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
1551
$140K ﹤0.01%
7,048
-2,045
1552
$140K ﹤0.01%
4,953
+33
1553
$140K ﹤0.01%
1,271
-1,907
1554
$140K ﹤0.01%
2,401
-353
1555
$140K ﹤0.01%
3,251
-643
1556
$139K ﹤0.01%
1,777
-146
1557
$139K ﹤0.01%
6,066
+35
1558
$139K ﹤0.01%
2,134
-42
1559
$139K ﹤0.01%
5,423
+307
1560
$139K ﹤0.01%
5,459
-8,253
1561
$138K ﹤0.01%
2,298
-487
1562
$138K ﹤0.01%
1,921
-853
1563
$138K ﹤0.01%
14,428
-698
1564
$137K ﹤0.01%
6,942
-644
1565
$137K ﹤0.01%
2,680
-287
1566
$136K ﹤0.01%
2,246
-50
1567
$136K ﹤0.01%
206
-366
1568
$136K ﹤0.01%
10,563
+2,233
1569
$136K ﹤0.01%
3,587
+1,934
1570
$136K ﹤0.01%
26
-3
1571
$136K ﹤0.01%
3,358
+1,192
1572
$136K ﹤0.01%
4,923
+645
1573
$136K ﹤0.01%
4,715
+11
1574
$135K ﹤0.01%
9,648
-686
1575
$135K ﹤0.01%
2,937
-9
61 62
63
64 65