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
2076
$63K ﹤0.01%
1,899
-281
2077
$63K ﹤0.01%
2,563
-99
2078
$63K ﹤0.01%
1,847
+915
2079
$63K ﹤0.01%
2,500
2080
– –
0
2081
$62K ﹤0.01%
+4
2082
$62K ﹤0.01%
2,524
-512
2083
$62K ﹤0.01%
900
-100
2084
$62K ﹤0.01%
1,700
2085
$62K ﹤0.01%
1,423
-16,422
2086
$62K ﹤0.01%
138
-15
2087
$62K ﹤0.01%
1,789
2088
$62K ﹤0.01%
3,238
+1,037
2089
$62K ﹤0.01%
3,688
-410
2090
$62K ﹤0.01%
4,244
-1,285
2091
$61K ﹤0.01%
260
2092
$61K ﹤0.01%
351
-11
2093
$61K ﹤0.01%
3,114
-5,600
2094
$61K ﹤0.01%
1,261
+25
2095
$61K ﹤0.01%
1,502
+39
2096
$61K ﹤0.01%
660
2097
$61K ﹤0.01%
8,914
-10,540
2098
$61K ﹤0.01%
1,798
-1,786
2099
$61K ﹤0.01%
7,000
+500
2100
$61K ﹤0.01%
575
+546
82 83
84
85 86