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
1851
$13K ﹤0.01%
1,650
1852
$13K ﹤0.01%
428
1853
$13K ﹤0.01%
161
+4
1854
$13K ﹤0.01%
+86
1855
$13K ﹤0.01%
307
1856
$13K ﹤0.01%
+200
1857
$13K ﹤0.01%
411
+3
1858
$13K ﹤0.01%
+212
1859
$13K ﹤0.01%
227
1860
$13K ﹤0.01%
31
-17
1861
$13K ﹤0.01%
+652
1862
$13K ﹤0.01%
2,511
-36
1863
$13K ﹤0.01%
56
1864
$13K ﹤0.01%
477
-633
1865
$12K ﹤0.01%
522
1866
$12K ﹤0.01%
326
-1
1867
$12K ﹤0.01%
996
1868
$12K ﹤0.01%
154
-777
1869
$12K ﹤0.01%
389
1870
$12K ﹤0.01%
52
-5
1871
$12K ﹤0.01%
359
1872
$12K ﹤0.01%
+306
1873
$12K ﹤0.01%
695
1874
$12K ﹤0.01%
167
1875
$12K ﹤0.01%
+147
73 74
75
76 77