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
2151
$56K ﹤0.01%
705
+46
2152
$56K ﹤0.01%
1,809
+8
2153
$56K ﹤0.01%
542
-84
2154
$56K ﹤0.01%
1,857
+687
2155
$56K ﹤0.01%
+1,030
2156
$56K ﹤0.01%
11,011
-3,000
2157
$56K ﹤0.01%
1,305
-10
2158
$56K ﹤0.01%
2,273
-170
2159
$56K ﹤0.01%
4,385
-6,331
2160
$56K ﹤0.01%
2,055
-1,228
2161
$56K ﹤0.01%
6
-44
2162
$56K ﹤0.01%
2,251
2163
$55K ﹤0.01%
885
+9
2164
$55K ﹤0.01%
925
-168
2165
$55K ﹤0.01%
657
+16
2166
$55K ﹤0.01%
3,086
-1,507
2167
$55K ﹤0.01%
182
+90
2168
$55K ﹤0.01%
627
-143
2169
$55K ﹤0.01%
2,811
+35
2170
$55K ﹤0.01%
1,802
-462
2171
$55K ﹤0.01%
4,321
+29
2172
$55K ﹤0.01%
2,200
2173
$55K ﹤0.01%
64
+63
2174
$54K ﹤0.01%
888
+50
2175
$54K ﹤0.01%
480
-6
85 86
87
88 89