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
1876
$82K ﹤0.01%
2,255
+1,578
1877
$82K ﹤0.01%
6,050
+1,032
1878
$82K ﹤0.01%
4,670
+1,226
1879
$82K ﹤0.01%
1,098
-86
1880
$82K ﹤0.01%
252
+250
1881
$81K ﹤0.01%
1,861
+22
1882
$81K ﹤0.01%
178
-62
1883
$81K ﹤0.01%
4,607
-250
1884
$81K ﹤0.01%
2,832
-883
1885
$81K ﹤0.01%
7,819
+2,600
1886
$81K ﹤0.01%
3,195
+16
1887
$81K ﹤0.01%
50,075
+75
1888
$81K ﹤0.01%
1,334
-53
1889
$80K ﹤0.01%
521
-167
1890
$80K ﹤0.01%
659
-224
1891
$80K ﹤0.01%
1,402
-53
1892
$80K ﹤0.01%
3,184
1893
$80K ﹤0.01%
1,224
-562
1894
$80K ﹤0.01%
2,073
-2,620
1895
$80K ﹤0.01%
697
-45
1896
$80K ﹤0.01%
942
-634
1897
$80K ﹤0.01%
2,472
+681
1898
$80K ﹤0.01%
932
+195
1899
$80K ﹤0.01%
1,403
-15
1900
$80K ﹤0.01%
22,330
-31,491
74 75
76
77 78