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
2176
$5K ﹤0.01%
51
-146
2177
$5K ﹤0.01%
146
2178
$5K ﹤0.01%
242
-20,996
2179
$5K ﹤0.01%
86
-5
2180
$5K ﹤0.01%
+225
2181
$5K ﹤0.01%
47
2182
$5K ﹤0.01%
81
2183
$5K ﹤0.01%
93
2184
$5K ﹤0.01%
400
2185
$5K ﹤0.01%
342
2186
$5K ﹤0.01%
130
2187
$5K ﹤0.01%
313
+14
2188
$5K ﹤0.01%
2,200
2189
$5K ﹤0.01%
364
2190
$5K ﹤0.01%
121
+61
2191
$5K ﹤0.01%
2,400
2192
$5K ﹤0.01%
519
+257
2193
$5K ﹤0.01%
232
+156
2194
$5K ﹤0.01%
+350
2195
$5K ﹤0.01%
60
-45
2196
$5K ﹤0.01%
416
+316
2197
$5K ﹤0.01%
16
2198
$5K ﹤0.01%
23
+15
2199
$5K ﹤0.01%
100
2200
$5K ﹤0.01%
87
86 87
88
89 90