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
1726
$103K ﹤0.01%
1,522
-126
1727
$103K ﹤0.01%
1,309
-688
1728
$103K ﹤0.01%
7,796
+136
1729
$102K ﹤0.01%
11,173
-3,473
1730
$102K ﹤0.01%
4,074
-47,610
1731
$102K ﹤0.01%
3,417
+315
1732
$101K ﹤0.01%
3,657
+285
1733
$101K ﹤0.01%
1,246
+354
1734
$101K ﹤0.01%
16,448
-994
1735
$101K ﹤0.01%
1,910
+15
1736
$101K ﹤0.01%
10,600
+2,400
1737
$100K ﹤0.01%
4,409
-13,086
1738
$100K ﹤0.01%
4,057
-754
1739
$100K ﹤0.01%
1,327
-49
1740
$100K ﹤0.01%
1,958
+1,512
1741
$99K ﹤0.01%
38,170
1742
$99K ﹤0.01%
4,000
1743
$99K ﹤0.01%
+4,929
1744
$99K ﹤0.01%
931
+435
1745
$99K ﹤0.01%
4,397
-3,526
1746
$98K ﹤0.01%
+1,934
1747
$98K ﹤0.01%
2,530
+1,088
1748
$98K ﹤0.01%
1,858
-640
1749
$98K ﹤0.01%
1,475
-125
1750
$98K ﹤0.01%
1,236
-1,044
68 69
70
71 72