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
1876
$12K ﹤0.01%
122
-66
1877
$12K ﹤0.01%
+1,625
1878
$12K ﹤0.01%
400
+200
1879
$12K ﹤0.01%
+100
1880
$12K ﹤0.01%
292
+30
1881
$12K ﹤0.01%
46
1882
$12K ﹤0.01%
+25
1883
$12K ﹤0.01%
336
1884
$12K ﹤0.01%
49
1885
$12K ﹤0.01%
5,000
1886
$12K ﹤0.01%
270
1887
$12K ﹤0.01%
172
+14
1888
$12K ﹤0.01%
357
+300
1889
$12K ﹤0.01%
300
-200
1890
$12K ﹤0.01%
527
1891
$12K ﹤0.01%
668
+4
1892
$12K ﹤0.01%
195
-71
1893
$12K ﹤0.01%
272
+270
1894
$12K ﹤0.01%
1,178
1895
$12K ﹤0.01%
605
-310
1896
$12K ﹤0.01%
366
1897
$12K ﹤0.01%
192
+116
1898
$12K ﹤0.01%
841
+50
1899
$12K ﹤0.01%
828
1900
$12K ﹤0.01%
102
-13
74 75
76
77 78