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
2126
$59K ﹤0.01%
1,466
+56
2127
$59K ﹤0.01%
10,282
-7
2128
$59K ﹤0.01%
1,881
-481
2129
$59K ﹤0.01%
1,704
+450
2130
$59K ﹤0.01%
52
2131
$58K ﹤0.01%
6,272
+5,999
2132
$58K ﹤0.01%
2,037
+716
2133
$58K ﹤0.01%
1,185
-806
2134
$58K ﹤0.01%
1,203
-7
2135
$58K ﹤0.01%
1,479
-39
2136
$58K ﹤0.01%
894
2137
$58K ﹤0.01%
+450
2138
$57K ﹤0.01%
11,090
-3,117
2139
$57K ﹤0.01%
2,133
+172
2140
$57K ﹤0.01%
1,665
-399
2141
$57K ﹤0.01%
2,313
+695
2142
$57K ﹤0.01%
5,731
+1,994
2143
$57K ﹤0.01%
740
+316
2144
$57K ﹤0.01%
5,000
+174
2145
$57K ﹤0.01%
105
-145
2146
$57K ﹤0.01%
354
-235
2147
$57K ﹤0.01%
1,434
-152
2148
$57K ﹤0.01%
960
+900
2149
$57K ﹤0.01%
2,120
-575
2150
$56K ﹤0.01%
4,864
-1,729
84 85
86
87 88