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
151
$2.74M 0.11%
89,485
-1,054
152
$2.72M 0.11%
18,354
-2,008
153
$2.71M 0.11%
17,747
+7,891
154
$2.7M 0.11%
32,060
+477
155
$2.7M 0.11%
88,828
-2,580
156
$2.69M 0.11%
24,253
-179
157
$2.66M 0.11%
20,712
+3,548
158
$2.63M 0.11%
14,871
+66
159
$2.62M 0.11%
7,541
+1,014
160
$2.6M 0.11%
83,612
161
$2.6M 0.11%
11,137
-2,848
162
$2.6M 0.11%
81,913
163
$2.6M 0.11%
73,909
+14,911
164
$2.59M 0.11%
21,995
+1,609
165
$2.55M 0.1%
26,815
+1,422
166
$2.54M 0.1%
22,505
+21,820
167
$2.5M 0.1%
50,140
168
$2.5M 0.1%
17,533
+1,363
169
$2.48M 0.1%
28,694
+3,424
170
$2.45M 0.1%
10,374
+1,896
171
$2.43M 0.1%
27,720
+18,659
172
$2.42M 0.1%
183,800
-67,160
173
$2.42M 0.1%
20,651
-8,672
174
$2.42M 0.1%
10,000
+1,614
175
$2.42M 0.1%
21,866
+4,587
5 6
7
8 9