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
2051
$7K ﹤0.01%
56
+54
2052
$7K ﹤0.01%
1,693
2053
$7K ﹤0.01%
80
-35
2054
$7K ﹤0.01%
76
-36
2055
$7K ﹤0.01%
215
+155
2056
$7K ﹤0.01%
58
-20
2057
$7K ﹤0.01%
243
+240
2058
$7K ﹤0.01%
112
2059
$7K ﹤0.01%
100
2060
$7K ﹤0.01%
1,210
+394
2061
$7K ﹤0.01%
165
2062
$7K ﹤0.01%
94
2063
$7K ﹤0.01%
657
+650
2064
$7K ﹤0.01%
209
2065
$7K ﹤0.01%
225
+128
2066
$7K ﹤0.01%
795
-525
2067
$7K ﹤0.01%
+200
2068
$7K ﹤0.01%
129
+28
2069
$7K ﹤0.01%
3,602
+1,995
2070
$7K ﹤0.01%
84
2071
$7K ﹤0.01%
109
2072
$7K ﹤0.01%
104
2073
$7K ﹤0.01%
394
-1,154
2074
$7K ﹤0.01%
395
+125
2075
$7K ﹤0.01%
300
81 82
83
84 85