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
2101
$61K ﹤0.01%
307
-98
2102
$61K ﹤0.01%
3,300
2103
$61K ﹤0.01%
1,221
-101
2104
$61K ﹤0.01%
2,416
2105
$61K ﹤0.01%
2,964
-1,248
2106
$61K ﹤0.01%
786
-474
2107
$61K ﹤0.01%
1,276
-12
2108
$60K ﹤0.01%
1,674
+1,558
2109
$60K ﹤0.01%
1,768
+658
2110
$60K ﹤0.01%
1,899
+484
2111
$60K ﹤0.01%
1,164
+86
2112
$60K ﹤0.01%
462
2113
$60K ﹤0.01%
2,100
-1,650
2114
$60K ﹤0.01%
2,333
+2,330
2115
$60K ﹤0.01%
957
-528
2116
$60K ﹤0.01%
9,424
+874
2117
$60K ﹤0.01%
1,234
-23
2118
$60K ﹤0.01%
2,336
-2,474
2119
$59K ﹤0.01%
527
-11
2120
$59K ﹤0.01%
+2,400
2121
$59K ﹤0.01%
1,517
-1,120
2122
$59K ﹤0.01%
1,769
-2,485
2123
$59K ﹤0.01%
3,185
-888
2124
$59K ﹤0.01%
635
-337
2125
$59K ﹤0.01%
3,836
+2,416
83 84
85
86 87