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
1826
$88K ﹤0.01%
116,019
-58,034
1827
$88K ﹤0.01%
2,373
-90
1828
$88K ﹤0.01%
588
-46
1829
$88K ﹤0.01%
323
1830
$87K ﹤0.01%
1,146
+113
1831
$87K ﹤0.01%
2,052
-25
1832
$87K ﹤0.01%
4,469
-600
1833
$87K ﹤0.01%
25,000
1834
$87K ﹤0.01%
4,479
-875
1835
$87K ﹤0.01%
2,855
+155
1836
$87K ﹤0.01%
3,163
-6,264
1837
$87K ﹤0.01%
964
1838
$87K ﹤0.01%
5,045
-175
1839
$87K ﹤0.01%
4,177
-1,378
1840
$87K ﹤0.01%
5,500
1841
$86K ﹤0.01%
3,078
1842
$86K ﹤0.01%
1,985
-1
1843
$86K ﹤0.01%
223
-937
1844
$86K ﹤0.01%
2,750
+254
1845
$86K ﹤0.01%
6,975
-4,147
1846
$86K ﹤0.01%
1,073
+444
1847
$86K ﹤0.01%
3,437
+66
1848
$86K ﹤0.01%
5,297
-1,136
1849
$85K ﹤0.01%
7,565
-241
1850
$85K ﹤0.01%
8,592
-796
72 73
74
75 76