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
1826
$14K ﹤0.01%
316
-33
1827
$14K ﹤0.01%
278
-8
1828
$14K ﹤0.01%
864
1829
$14K ﹤0.01%
+1,250
1830
$14K ﹤0.01%
+500
1831
$14K ﹤0.01%
300
1832
$14K ﹤0.01%
3
1833
$14K ﹤0.01%
+1,720
1834
$13K ﹤0.01%
841
+300
1835
$13K ﹤0.01%
150
1836
$13K ﹤0.01%
430
+10
1837
$13K ﹤0.01%
378
1838
$13K ﹤0.01%
195
1839
$13K ﹤0.01%
146
+137
1840
$13K ﹤0.01%
750
-700
1841
$13K ﹤0.01%
121
+22
1842
$13K ﹤0.01%
513
-246
1843
$13K ﹤0.01%
834
+750
1844
$13K ﹤0.01%
62,599
+26,879
1845
$13K ﹤0.01%
+1,000
1846
$13K ﹤0.01%
100
1847
$13K ﹤0.01%
1,000
1848
$13K ﹤0.01%
+150
1849
$13K ﹤0.01%
137
1850
$13K ﹤0.01%
70
-4
72 73
74
75 76