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
2051
$65K ﹤0.01%
4,431
-2,557
2052
$65K ﹤0.01%
1,612
-28
2053
$65K ﹤0.01%
2,540
-12,116
2054
$65K ﹤0.01%
2,483
+2,140
2055
$65K ﹤0.01%
1,026
+171
2056
$65K ﹤0.01%
775
-124
2057
$64K ﹤0.01%
1,705
-3,930
2058
$64K ﹤0.01%
2,704
2059
$64K ﹤0.01%
1,821
+154
2060
$64K ﹤0.01%
1,311
-463
2061
$64K ﹤0.01%
3,155
+1,055
2062
$64K ﹤0.01%
1,979
+290
2063
$64K ﹤0.01%
1,897
+110
2064
$64K ﹤0.01%
2,021
-411
2065
$64K ﹤0.01%
1,113
-1,790
2066
$64K ﹤0.01%
358
+75
2067
$64K ﹤0.01%
1,000
2068
$64K ﹤0.01%
2,219
-838
2069
$64K ﹤0.01%
800
+701
2070
$64K ﹤0.01%
+1,875
2071
$64K ﹤0.01%
834
-1,312
2072
$64K ﹤0.01%
9,114
-3,986
2073
$63K ﹤0.01%
817
-20,237
2074
$63K ﹤0.01%
577
+248
2075
$63K ﹤0.01%
1,656
+70
81 82
83
84 85