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
1926
$11K ﹤0.01%
290
-361
1927
$11K ﹤0.01%
802
1928
$11K ﹤0.01%
100
1929
$11K ﹤0.01%
8,500
+1,000
1930
$11K ﹤0.01%
3,465
1931
$11K ﹤0.01%
1,750
+250
1932
$11K ﹤0.01%
64
-9
1933
$11K ﹤0.01%
293
1934
$11K ﹤0.01%
+370
1935
$11K ﹤0.01%
+2,153
1936
$11K ﹤0.01%
150
1937
$11K ﹤0.01%
242
1938
$11K ﹤0.01%
+5
1939
$11K ﹤0.01%
160
+51
1940
$11K ﹤0.01%
148
+13
1941
$11K ﹤0.01%
250
+157
1942
$11K ﹤0.01%
700
1943
$11K ﹤0.01%
106
+26
1944
$10K ﹤0.01%
329
1945
$10K ﹤0.01%
100
1946
$10K ﹤0.01%
+500
1947
$10K ﹤0.01%
166
1948
$10K ﹤0.01%
244
1949
$10K ﹤0.01%
339
1950
$10K ﹤0.01%
319
+97
76 77
78
79 80