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
1651
$119K ﹤0.01%
1,752
+688
1652
$119K ﹤0.01%
3,464
-84
1653
$119K ﹤0.01%
12,260
-50,263
1654
$119K ﹤0.01%
8,586
+7,389
1655
$119K ﹤0.01%
5,055
-1
1656
$119K ﹤0.01%
6,055
-519
1657
$118K ﹤0.01%
1,262
+63
1658
$118K ﹤0.01%
5,536
+3,356
1659
$117K ﹤0.01%
5,350
-1,510
1660
$117K ﹤0.01%
17,409
1661
$117K ﹤0.01%
1,440
+313
1662
$117K ﹤0.01%
+341
1663
$117K ﹤0.01%
1,241
-160
1664
$117K ﹤0.01%
3,121
+226
1665
$116K ﹤0.01%
4,310
-1,500
1666
$116K ﹤0.01%
1,734
-1,940
1667
$116K ﹤0.01%
5,582
+200
1668
$115K ﹤0.01%
1,472
-40
1669
$115K ﹤0.01%
+3,832
1670
$115K ﹤0.01%
570
+22
1671
$115K ﹤0.01%
10,005
-79
1672
$115K ﹤0.01%
3,856
1673
$114K ﹤0.01%
2,274
+112
1674
$114K ﹤0.01%
2,283
-189
1675
$114K ﹤0.01%
1,051
-12
65 66
67
68 69