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
176
$2.41M 0.1%
133,830
-7,198
177
$2.4M 0.1%
24,864
+1,903
178
$2.4M 0.1%
14,415
-695
179
$2.35M 0.1%
6,629
+714
180
$2.3M 0.09%
26,564
-30,892
181
$2.29M 0.09%
57,480
-9
182
$2.27M 0.09%
20,053
+5,547
183
$2.24M 0.09%
28,077
+9,562
184
$2.21M 0.09%
20,190
-1,309
185
$2.19M 0.09%
105,796
+23,238
186
$2.17M 0.09%
10,464
-640
187
$2.16M 0.09%
31,164
+21,757
188
$2.16M 0.09%
32,111
-92
189
$2.16M 0.09%
10,264
+774
190
$2.15M 0.09%
8,052
+3,212
191
$2.15M 0.09%
47,393
+18,698
192
$2.15M 0.09%
25,547
+766
193
$2.14M 0.09%
45,505
+39,209
194
$2.13M 0.09%
40,425
-3,628
195
$2.09M 0.08%
8,047
+4,558
196
$2.08M 0.08%
19,880
+16,897
197
$2.06M 0.08%
54,125
-237
198
$2.04M 0.08%
35,808
+9,703
199
$2.02M 0.08%
36,363
+24,000
200
$1.98M 0.08%
5,595
-17
6 7
8
9 10