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
2001
$70K ﹤0.01%
1,356
-3,920
2002
$70K ﹤0.01%
1,578
+328
2003
$69K ﹤0.01%
1,212
+261
2004
$69K ﹤0.01%
1,191
+16
2005
$69K ﹤0.01%
1,681
-180
2006
$69K ﹤0.01%
1,444
-85
2007
$69K ﹤0.01%
3,376
+3,026
2008
$69K ﹤0.01%
12,705
2009
$69K ﹤0.01%
3,654
-10,093
2010
$69K ﹤0.01%
15,750
2011
$68K ﹤0.01%
911
-711
2012
$68K ﹤0.01%
497
-225
2013
$68K ﹤0.01%
1,079
2014
$68K ﹤0.01%
2,268
-302
2015
$68K ﹤0.01%
2,330
+206
2016
$68K ﹤0.01%
1,860
-1,050
2017
$67K ﹤0.01%
+3,629
2018
$67K ﹤0.01%
3,214
2019
$67K ﹤0.01%
10,000
2020
$67K ﹤0.01%
945
-2,169
2021
$67K ﹤0.01%
1,217
-20
2022
$67K ﹤0.01%
2,246
-1,604
2023
$67K ﹤0.01%
1,779
-684
2024
$67K ﹤0.01%
2,281
-2,918
2025
$67K ﹤0.01%
998
-310
79 80
81
82 83