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
2101
$6K ﹤0.01%
35
-165
2102
$6K ﹤0.01%
170
2103
$6K ﹤0.01%
281
-8
2104
$6K ﹤0.01%
30
-16
2105
$6K ﹤0.01%
300
2106
$6K ﹤0.01%
123
-48
2107
$6K ﹤0.01%
500
2108
$6K ﹤0.01%
115
-105
2109
$6K ﹤0.01%
136
2110
$6K ﹤0.01%
1,352
2111
$6K ﹤0.01%
106
-7
2112
$6K ﹤0.01%
187
-594
2113
$6K ﹤0.01%
74
+4
2114
$6K ﹤0.01%
160
2115
$6K ﹤0.01%
253
-787
2116
$6K ﹤0.01%
22
2117
$6K ﹤0.01%
604
-158
2118
$6K ﹤0.01%
385
+88
2119
$6K ﹤0.01%
100
2120
$6K ﹤0.01%
200
2121
$6K ﹤0.01%
+177
2122
$6K ﹤0.01%
+92
2123
$6K ﹤0.01%
204
2124
$6K ﹤0.01%
66
-18
2125
$6K ﹤0.01%
+227
83 84
85
86 87