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
1751
$17K ﹤0.01%
3,500
+250
1752
$16K ﹤0.01%
115
-4
1753
$16K ﹤0.01%
275
+200
1754
$16K ﹤0.01%
256
-32
1755
$16K ﹤0.01%
2,000
+850
1756
$16K ﹤0.01%
271
-5
1757
$16K ﹤0.01%
1,967
1758
$16K ﹤0.01%
149
-76
1759
$16K ﹤0.01%
256
+236
1760
$16K ﹤0.01%
380
+1
1761
$16K ﹤0.01%
595
1762
$16K ﹤0.01%
78
-3
1763
$16K ﹤0.01%
210
1764
$16K ﹤0.01%
470
1765
$16K ﹤0.01%
450
1766
$16K ﹤0.01%
4
-1
1767
$16K ﹤0.01%
250
-79
1768
$16K ﹤0.01%
300
-46
1769
$16K ﹤0.01%
176
+173
1770
$16K ﹤0.01%
830
-60
1771
$16K ﹤0.01%
560
-140
1772
$16K ﹤0.01%
200
1773
$16K ﹤0.01%
452
-575
1774
$16K ﹤0.01%
+1,411
1775
$16K ﹤0.01%
400
-56
69 70
71
72 73