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
1676
$114K ﹤0.01%
1,070
-4,481
1677
$114K ﹤0.01%
2,720
+265
1678
$114K ﹤0.01%
4,079
+1,138
1679
$114K ﹤0.01%
2,905
+70
1680
$113K ﹤0.01%
1,492
-6,750
1681
$113K ﹤0.01%
2,250
+800
1682
$113K ﹤0.01%
3,032
+1,177
1683
$113K ﹤0.01%
1,706
1684
$113K ﹤0.01%
3,488
-1,707
1685
$113K ﹤0.01%
2,735
-406
1686
$113K ﹤0.01%
1,477
+300
1687
$112K ﹤0.01%
5,421
+126
1688
$112K ﹤0.01%
+3,428
1689
$112K ﹤0.01%
2,152
+1,653
1690
$111K ﹤0.01%
1,388
-4,544
1691
$111K ﹤0.01%
6,333
-324
1692
$111K ﹤0.01%
+4,402
1693
$110K ﹤0.01%
10,091
-294
1694
$110K ﹤0.01%
4,374
-1,671
1695
$110K ﹤0.01%
4,074
+735
1696
$110K ﹤0.01%
4,292
-4,238
1697
$109K ﹤0.01%
1,776
-379
1698
$109K ﹤0.01%
4,350
-14,520
1699
$109K ﹤0.01%
3,431
-1,079
1700
$109K ﹤0.01%
4,394
66 67
68
69 70