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
1901
$79K ﹤0.01%
3,335
-831
1902
$79K ﹤0.01%
3,552
1903
$79K ﹤0.01%
2,400
1904
$79K ﹤0.01%
2,712
-1,000
1905
$79K ﹤0.01%
3,416
+484
1906
$79K ﹤0.01%
27,412
1907
$79K ﹤0.01%
1,536
-284
1908
$79K ﹤0.01%
10,228
-30,184
1909
$79K ﹤0.01%
1,267
+881
1910
$79K ﹤0.01%
20,607
1911
$78K ﹤0.01%
8,793
-330
1912
$78K ﹤0.01%
1,359
-143
1913
$78K ﹤0.01%
1,248
+27
1914
$78K ﹤0.01%
2,473
+26
1915
$78K ﹤0.01%
3,078
-405
1916
$78K ﹤0.01%
1,831
-1,488
1917
$78K ﹤0.01%
4,271
-15,109
1918
$78K ﹤0.01%
3,480
+1,281
1919
$78K ﹤0.01%
1,958
-488
1920
$78K ﹤0.01%
2,805
+10
1921
$78K ﹤0.01%
734
+18
1922
$78K ﹤0.01%
816
-225
1923
$77K ﹤0.01%
1,399
+289
1924
$77K ﹤0.01%
1,952
-6,151
1925
$77K ﹤0.01%
1,889
-30,050
75 76
77
78 79