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
1676
$21K ﹤0.01%
520
1677
$21K ﹤0.01%
2,260
-2,858
1678
$21K ﹤0.01%
+300
1679
$21K ﹤0.01%
751
-5
1680
$21K ﹤0.01%
+197
1681
$21K ﹤0.01%
2,198
+1,000
1682
$21K ﹤0.01%
381
-518
1683
$21K ﹤0.01%
118
-17
1684
$21K ﹤0.01%
67
-46
1685
$21K ﹤0.01%
628
+300
1686
$21K ﹤0.01%
324
-153
1687
$21K ﹤0.01%
1,444
-400
1688
$21K ﹤0.01%
1,720
-217
1689
$21K ﹤0.01%
1,055
+55
1690
$20K ﹤0.01%
+619
1691
$20K ﹤0.01%
125
-300
1692
$20K ﹤0.01%
905
-24
1693
$20K ﹤0.01%
1,000
1694
$20K ﹤0.01%
479
1695
$20K ﹤0.01%
375
1696
$20K ﹤0.01%
639
-62
1697
$20K ﹤0.01%
174
1698
$20K ﹤0.01%
443
1699
$20K ﹤0.01%
605
1700
$20K ﹤0.01%
+430
66 67
68
69 70