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
1726
$18K ﹤0.01%
295
-265
1727
$18K ﹤0.01%
150
-35
1728
$18K ﹤0.01%
76
+16
1729
$18K ﹤0.01%
1,187
-47
1730
$18K ﹤0.01%
750
1731
$18K ﹤0.01%
53
+31
1732
$18K ﹤0.01%
227
1733
$18K ﹤0.01%
897
1734
$18K ﹤0.01%
454
1735
$18K ﹤0.01%
283
1736
$18K ﹤0.01%
352
+52
1737
$18K ﹤0.01%
170
-286
1738
$18K ﹤0.01%
4,012
+2,000
1739
$18K ﹤0.01%
+125
1740
$18K ﹤0.01%
480
1741
$18K ﹤0.01%
1,351
1742
$17K ﹤0.01%
1,215
1743
$17K ﹤0.01%
3,500
1744
$17K ﹤0.01%
3,100
-7,400
1745
$17K ﹤0.01%
1,327
+89
1746
$17K ﹤0.01%
615
-30
1747
$17K ﹤0.01%
1,414
+1,300
1748
$17K ﹤0.01%
1,571
-63
1749
$17K ﹤0.01%
1,021
+19
1750
$17K ﹤0.01%
+750
68 69
70
71 72