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
1701
$108K ﹤0.01%
5,337
-1,315
1702
$108K ﹤0.01%
1,942
-618
1703
$108K ﹤0.01%
6,423
-1,728
1704
$108K ﹤0.01%
1,410
-1,542
1705
$108K ﹤0.01%
4,258
+28
1706
$108K ﹤0.01%
2,600
-559
1707
$107K ﹤0.01%
4,068
-561
1708
$107K ﹤0.01%
4,190
1709
$107K ﹤0.01%
4,988
1710
$107K ﹤0.01%
6,280
-9,878
1711
$107K ﹤0.01%
1,634
-641
1712
$107K ﹤0.01%
1,104
+520
1713
$106K ﹤0.01%
8,521
-26
1714
$106K ﹤0.01%
4,175
1715
$106K ﹤0.01%
5,323
-3,459
1716
$106K ﹤0.01%
3,260
-500
1717
$105K ﹤0.01%
2,250
-1,076
1718
$105K ﹤0.01%
5,516
-1,406
1719
$104K ﹤0.01%
6,500
1720
$104K ﹤0.01%
4,191
+1,275
1721
$104K ﹤0.01%
1,500
+47
1722
$104K ﹤0.01%
2,200
+41
1723
$104K ﹤0.01%
2,403
+257
1724
$103K ﹤0.01%
3,496
-1,761
1725
$103K ﹤0.01%
2,869
+1,115
67 68
69
70 71