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
2126
$6K ﹤0.01%
46
-19
2127
$6K ﹤0.01%
169
2128
$6K ﹤0.01%
150
-730
2129
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181
2130
$6K ﹤0.01%
1,231
2131
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129
2132
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768
2133
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226
2134
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1
2135
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228
-1
2136
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50
2137
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130
+30
2138
$6K ﹤0.01%
37
+13
2139
$6K ﹤0.01%
800
2140
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200
2141
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2142
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1,000
2143
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2,500
2144
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83
2145
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98
+11
2146
$6K ﹤0.01%
105
-112
2147
$6K ﹤0.01%
+600
2148
$6K ﹤0.01%
150
+50
2149
$6K ﹤0.01%
200
2150
$6K ﹤0.01%
+90
84 85
86
87 88