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
1776
$94K ﹤0.01%
3,204
-1,161
1777
$94K ﹤0.01%
6,838
+1,183
1778
$94K ﹤0.01%
4,887
-1
1779
$94K ﹤0.01%
2,068
-2
1780
$94K ﹤0.01%
10,828
-2,094
1781
$94K ﹤0.01%
321
1782
$94K ﹤0.01%
3,883
+37
1783
$93K ﹤0.01%
548
+277
1784
$93K ﹤0.01%
981
-54
1785
$93K ﹤0.01%
3,208
-118
1786
$93K ﹤0.01%
1,240
-13
1787
$93K ﹤0.01%
5,565
-725
1788
$93K ﹤0.01%
2,895
-44,577
1789
$93K ﹤0.01%
502
-200
1790
$93K ﹤0.01%
2,712
-549
1791
$93K ﹤0.01%
2,076
-630
1792
$93K ﹤0.01%
482
-127
1793
$93K ﹤0.01%
3,300
-157
1794
$93K ﹤0.01%
4,482
+1,232
1795
$92K ﹤0.01%
3,684
-377
1796
$92K ﹤0.01%
4,500
-940
1797
$92K ﹤0.01%
1,469
-285
1798
$92K ﹤0.01%
7,563
+12
1799
$92K ﹤0.01%
2,122
+1,377
1800
$91K ﹤0.01%
2,646
-112
70 71
72
73 74