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
176
$4.26M 0.11%
49,855
-32,221
177
$4.25M 0.11%
139,392
+3,295
178
$4.24M 0.11%
44,870
-12,614
179
$4.18M 0.11%
77,235
-19,187
180
$4.15M 0.11%
147,848
+9,862
181
$4.14M 0.11%
78,302
-13,360
182
$4.13M 0.11%
112,712
-30,474
183
$4.13M 0.11%
36,847
+243
184
$4.1M 0.11%
70,059
+35,729
185
$4.09M 0.11%
35,942
+17,780
186
$4.07M 0.11%
33,040
-5,161
187
$3.97M 0.11%
32,345
+7,325
188
$3.91M 0.1%
137,211
-8,951
189
$3.9M 0.1%
154,043
-14,432
190
$3.79M 0.1%
188,659
-64,195
191
$3.78M 0.1%
197,392
-114,386
192
$3.78M 0.1%
131,700
-4,956
193
$3.76M 0.1%
23,666
+927
194
$3.76M 0.1%
150,909
-1,433
195
$3.74M 0.1%
372,138
+3,195
196
$3.72M 0.1%
30,812
+798
197
$3.71M 0.1%
+123,319
198
$3.69M 0.1%
201,070
-458
199
$3.69M 0.1%
48,504
+26,989
200
$3.68M 0.1%
141,620
+1,201
6 7
8
9 10