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
1601
$129K ﹤0.01%
8,611
-4,329
1602
$129K ﹤0.01%
869
-1,154
1603
$129K ﹤0.01%
1,034
-91
1604
$129K ﹤0.01%
867
-2,026
1605
$129K ﹤0.01%
7,199
-136,512
1606
$129K ﹤0.01%
11,031
+12
1607
$129K ﹤0.01%
937
-373
1608
$129K ﹤0.01%
1,412
-181
1609
$128K ﹤0.01%
2,597
+108
1610
$128K ﹤0.01%
8,390
+4,989
1611
$128K ﹤0.01%
3,370
+3,000
1612
$128K ﹤0.01%
1,869
-145
1613
$128K ﹤0.01%
3,998
-23
1614
$128K ﹤0.01%
2,321
+935
1615
$128K ﹤0.01%
5,795
-3,641
1616
$127K ﹤0.01%
581
+26
1617
$127K ﹤0.01%
3,232
-61
1618
$127K ﹤0.01%
8,874
+13
1619
$127K ﹤0.01%
799
+340
1620
$127K ﹤0.01%
8,021
+414
1621
$126K ﹤0.01%
4,923
-2,419
1622
$126K ﹤0.01%
10,484
-263
1623
$126K ﹤0.01%
2,206
-1,951
1624
$125K ﹤0.01%
3,636
-110
1625
$125K ﹤0.01%
4,784
+1,183
63 64
65
66 67