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
1976
$9K ﹤0.01%
146
+45
1977
$9K ﹤0.01%
104
-500
1978
$9K ﹤0.01%
+100
1979
$9K ﹤0.01%
290
-43,162
1980
$9K ﹤0.01%
130
1981
$9K ﹤0.01%
188
+21
1982
$9K ﹤0.01%
+300
1983
$9K ﹤0.01%
90
1984
$9K ﹤0.01%
200
1985
$9K ﹤0.01%
516
-1,000
1986
$9K ﹤0.01%
500
1987
$9K ﹤0.01%
195
-104
1988
$9K ﹤0.01%
299
+2
1989
$9K ﹤0.01%
+308
1990
$9K ﹤0.01%
57
1991
$9K ﹤0.01%
99
+7
1992
$9K ﹤0.01%
88
1993
$9K ﹤0.01%
132
-43
1994
$9K ﹤0.01%
143
-17
1995
$9K ﹤0.01%
128
-20
1996
$9K ﹤0.01%
330
1997
$9K ﹤0.01%
232
1998
$9K ﹤0.01%
185
1999
$9K ﹤0.01%
456
2000
$9K ﹤0.01%
49,373
+16,794
78 79
80
81 82