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
1901
$12K ﹤0.01%
+500
1902
$12K ﹤0.01%
109
1903
$12K ﹤0.01%
513
-1,029
1904
$12K ﹤0.01%
3,000
-1,535
1905
$12K ﹤0.01%
353
-21
1906
$12K ﹤0.01%
+400
1907
$11K ﹤0.01%
+200
1908
$11K ﹤0.01%
+67
1909
$11K ﹤0.01%
37
-8
1910
$11K ﹤0.01%
100
-2
1911
$11K ﹤0.01%
1,558
-200
1912
$11K ﹤0.01%
265
-1,050
1913
$11K ﹤0.01%
217
-50
1914
$11K ﹤0.01%
428
+99
1915
$11K ﹤0.01%
600
-400
1916
$11K ﹤0.01%
160
1917
$11K ﹤0.01%
200
1918
$11K ﹤0.01%
354
1919
$11K ﹤0.01%
236
1920
$11K ﹤0.01%
82
1921
$11K ﹤0.01%
670
1922
$11K ﹤0.01%
223
1923
$11K ﹤0.01%
60
1924
$11K ﹤0.01%
326
1925
$11K ﹤0.01%
1,200
75 76
77
78 79