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
151
$4.88M 0.13%
97,507
-33,052
152
$4.86M 0.13%
42,913
+2,935
153
$4.83M 0.13%
88,140
-2,951
154
$4.81M 0.13%
48,968
-1,688
155
$4.81M 0.13%
77,475
-10,709
156
$4.77M 0.13%
156,031
-671
157
$4.77M 0.13%
112,410
-20,749
158
$4.66M 0.12%
157,135
+8,817
159
$4.64M 0.12%
59,674
+3,581
160
$4.63M 0.12%
122,917
-2,092
161
$4.62M 0.12%
43,536
-43,719
162
$4.58M 0.12%
48,139
-19,535
163
$4.55M 0.12%
120,707
-5,456
164
$4.54M 0.12%
150,553
+6,320
165
$4.46M 0.12%
173,617
+153,753
166
$4.41M 0.12%
38,553
-603
167
$4.4M 0.12%
177,342
+67,004
168
$4.4M 0.12%
30,457
-4,247
169
$4.38M 0.12%
98,020
-1,749
170
$4.36M 0.12%
48,354
-5,208
171
$4.35M 0.12%
193,014
+16,637
172
$4.32M 0.12%
21,492
+10,731
173
$4.3M 0.11%
87,136
-18,434
174
$4.3M 0.11%
211,195
-117,839
175
$4.26M 0.11%
+42,599
5 6
7
8 9