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
1626
$125K ﹤0.01%
6,416
+100
1627
$124K ﹤0.01%
11,697
-1,885
1628
$124K ﹤0.01%
1,985
-75
1629
$124K ﹤0.01%
3,881
-1,260
1630
$124K ﹤0.01%
2,228
-822
1631
$124K ﹤0.01%
4,916
+4,910
1632
$123K ﹤0.01%
1,507
-43
1633
$123K ﹤0.01%
1,553
+200
1634
$123K ﹤0.01%
3,561
+18
1635
$123K ﹤0.01%
3,281
-744
1636
$123K ﹤0.01%
2,314
-3,972
1637
$123K ﹤0.01%
1,767
-1,602
1638
$122K ﹤0.01%
2,165
+1,151
1639
$122K ﹤0.01%
3,370
-176
1640
$121K ﹤0.01%
2,330
-1,045
1641
$121K ﹤0.01%
855
-72
1642
$121K ﹤0.01%
134
1643
$121K ﹤0.01%
1,506
-560
1644
$121K ﹤0.01%
3,012
+72
1645
$120K ﹤0.01%
96
1646
$120K ﹤0.01%
7,000
1647
$120K ﹤0.01%
3,861
+3,349
1648
$120K ﹤0.01%
4,717
+4,712
1649
$119K ﹤0.01%
4,489
-523
1650
$119K ﹤0.01%
1,218
+696
64 65
66
67 68