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
1601
$26K ﹤0.01%
1,177
1602
$26K ﹤0.01%
575
-135
1603
$26K ﹤0.01%
261
+250
1604
$26K ﹤0.01%
200
-26
1605
$26K ﹤0.01%
1,429
1606
$26K ﹤0.01%
1,730
1607
$26K ﹤0.01%
162
1608
$26K ﹤0.01%
372
-124
1609
$26K ﹤0.01%
416
-200
1610
$26K ﹤0.01%
304
+120
1611
$26K ﹤0.01%
491
+5
1612
$26K ﹤0.01%
+1,000
1613
$26K ﹤0.01%
549
-297
1614
$26K ﹤0.01%
242
-15
1615
$26K ﹤0.01%
135
1616
$25K ﹤0.01%
213
1617
$25K ﹤0.01%
1,172
-10
1618
$25K ﹤0.01%
433
1619
$25K ﹤0.01%
1,471
+230
1620
$25K ﹤0.01%
909
1621
$25K ﹤0.01%
759
-125
1622
$25K ﹤0.01%
454
-337
1623
$25K ﹤0.01%
1,300
+300
1624
$25K ﹤0.01%
1,000
1625
$25K ﹤0.01%
293
-998
63 64
65
66 67