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
1976
$72K ﹤0.01%
1,024
+149
1977
$72K ﹤0.01%
2,006
+743
1978
$72K ﹤0.01%
2,133
-878
1979
$72K ﹤0.01%
2,132
-1,000
1980
$72K ﹤0.01%
2,815
1981
$72K ﹤0.01%
1,288
+653
1982
$72K ﹤0.01%
2,881
1983
$72K ﹤0.01%
2,050
1984
$72K ﹤0.01%
2,200
+600
1985
$71K ﹤0.01%
4,599
-2,711
1986
$71K ﹤0.01%
1,551
-49
1987
$71K ﹤0.01%
1,006
-360
1988
$71K ﹤0.01%
1,146
-64,758
1989
$71K ﹤0.01%
806
-2,727
1990
$71K ﹤0.01%
1,685
1991
$71K ﹤0.01%
2,095
1992
$71K ﹤0.01%
2,483
-360
1993
$71K ﹤0.01%
2,027
-147
1994
$71K ﹤0.01%
180
-278
1995
$71K ﹤0.01%
2,707
+46
1996
$71K ﹤0.01%
3,513
1997
$70K ﹤0.01%
914
+115
1998
$70K ﹤0.01%
901
-65
1999
$70K ﹤0.01%
1,483
-565
2000
$70K ﹤0.01%
3,479
-881
78 79
80
81 82