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
2151
$5K ﹤0.01%
150
-12
2152
– –
0
2153
$5K ﹤0.01%
100
2154
$5K ﹤0.01%
300
-105
2155
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126
2156
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136
2157
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+200
2158
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+52
2159
$5K ﹤0.01%
56
-5
2160
$5K ﹤0.01%
55
2161
$5K ﹤0.01%
1,118
-1,000
2162
$5K ﹤0.01%
136
-132
2163
$5K ﹤0.01%
307
2164
$5K ﹤0.01%
78
+27
2165
$5K ﹤0.01%
500
2166
$5K ﹤0.01%
123
2167
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163
2168
$5K ﹤0.01%
646
-123
2169
$5K ﹤0.01%
+50
2170
$5K ﹤0.01%
375
2171
$5K ﹤0.01%
137
-1,571
2172
$5K ﹤0.01%
190
-20
2173
$5K ﹤0.01%
143
2174
$5K ﹤0.01%
100
2175
$5K ﹤0.01%
2,000
85 86
87
88 89