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
1751
$98K ﹤0.01%
3,878
+1,487
1752
$97K ﹤0.01%
411
+56
1753
$97K ﹤0.01%
4,772
-417
1754
$97K ﹤0.01%
441
-792
1755
$97K ﹤0.01%
850
+92
1756
$97K ﹤0.01%
1,487
-663
1757
$97K ﹤0.01%
932
-198
1758
$97K ﹤0.01%
3,675
-225
1759
$96K ﹤0.01%
1,721
+500
1760
$96K ﹤0.01%
4,338
-548
1761
$96K ﹤0.01%
4,006
+2,843
1762
$96K ﹤0.01%
5,637
+2,438
1763
$96K ﹤0.01%
562
-173
1764
$96K ﹤0.01%
919
+578
1765
$96K ﹤0.01%
+100
1766
$96K ﹤0.01%
4,393
-386
1767
$96K ﹤0.01%
1,331
-1,765
1768
$96K ﹤0.01%
2,635
-3,263
1769
$95K ﹤0.01%
3,736
-130
1770
$95K ﹤0.01%
2,006
-3,000
1771
$95K ﹤0.01%
2,360
+2
1772
$95K ﹤0.01%
4,064
+1,081
1773
$95K ﹤0.01%
4,880
+261
1774
$95K ﹤0.01%
5,512
-286
1775
$94K ﹤0.01%
+1,887
69 70
71
72 73