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
1801
$15K ﹤0.01%
311
+281
1802
$15K ﹤0.01%
90
+65
1803
$15K ﹤0.01%
350
1804
$15K ﹤0.01%
248
+80
1805
$15K ﹤0.01%
483
-42
1806
$15K ﹤0.01%
595
+440
1807
$15K ﹤0.01%
606
+135
1808
$15K ﹤0.01%
1,000
1809
$14K ﹤0.01%
119
-94
1810
$14K ﹤0.01%
780
-54
1811
$14K ﹤0.01%
1,118
+313
1812
$14K ﹤0.01%
7
+5
1813
$14K ﹤0.01%
+100
1814
$14K ﹤0.01%
743
-58
1815
$14K ﹤0.01%
134
+129
1816
$14K ﹤0.01%
350
1817
$14K ﹤0.01%
340
-43
1818
$14K ﹤0.01%
416
-1,356
1819
$14K ﹤0.01%
475
1820
$14K ﹤0.01%
160
1821
$14K ﹤0.01%
105
1822
$14K ﹤0.01%
109
-4
1823
$14K ﹤0.01%
+200
1824
$14K ﹤0.01%
400
1825
$14K ﹤0.01%
4,916
-2,472
71 72
73
74 75