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
1776
$16K ﹤0.01%
110
1777
$16K ﹤0.01%
649
-108
1778
$16K ﹤0.01%
1,223
1779
$16K ﹤0.01%
+138
1780
$15K ﹤0.01%
96
1781
$15K ﹤0.01%
5,021
+1,000
1782
$15K ﹤0.01%
231
-33
1783
$15K ﹤0.01%
900
1784
$15K ﹤0.01%
+8
1785
$15K ﹤0.01%
350
-44
1786
$15K ﹤0.01%
422
+339
1787
$15K ﹤0.01%
1,278
+55
1788
$15K ﹤0.01%
+496
1789
$15K ﹤0.01%
1,124
1790
$15K ﹤0.01%
224
-23
1791
$15K ﹤0.01%
254
-72
1792
$15K ﹤0.01%
362
+1
1793
$15K ﹤0.01%
500
1794
$15K ﹤0.01%
13
+5
1795
$15K ﹤0.01%
1,100
-567
1796
$15K ﹤0.01%
712
+558
1797
$15K ﹤0.01%
8,904
-596
1798
$15K ﹤0.01%
408
1799
$15K ﹤0.01%
325
-17
1800
$15K ﹤0.01%
96
+2
70 71
72
73 74