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
1626
$25K ﹤0.01%
171
-13
1627
$25K ﹤0.01%
322
1628
$25K ﹤0.01%
474
1629
$25K ﹤0.01%
515
+39
1630
$25K ﹤0.01%
1,000
1631
$24K ﹤0.01%
+100
1632
$24K ﹤0.01%
+435
1633
$24K ﹤0.01%
+500
1634
$24K ﹤0.01%
606
-300
1635
$24K ﹤0.01%
60
+5
1636
$24K ﹤0.01%
741
-33
1637
$24K ﹤0.01%
2,844
1638
$24K ﹤0.01%
1,220
1639
$24K ﹤0.01%
822
-79,837
1640
$24K ﹤0.01%
285
-1
1641
$24K ﹤0.01%
400
-460
1642
$24K ﹤0.01%
175
+74
1643
$24K ﹤0.01%
520
1644
$24K ﹤0.01%
258
1645
$24K ﹤0.01%
243
+4
1646
$23K ﹤0.01%
436
-16
1647
$23K ﹤0.01%
634
1648
$23K ﹤0.01%
403
-93
1649
$23K ﹤0.01%
1,289
1650
$23K ﹤0.01%
1,000
-62
64 65
66
67 68