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
2176
$54K ﹤0.01%
4,047
-614
2177
$54K ﹤0.01%
1,067
-1,082
2178
$54K ﹤0.01%
613
-39
2179
$54K ﹤0.01%
1,076
-421
2180
$54K ﹤0.01%
1,570
-406
2181
$54K ﹤0.01%
361
-234
2182
$54K ﹤0.01%
2,436
+316
2183
$54K ﹤0.01%
1,535
-22,795
2184
$54K ﹤0.01%
1,067
-9
2185
$54K ﹤0.01%
3,728
+2,331
2186
$54K ﹤0.01%
3,167
2187
$54K ﹤0.01%
3,314
+201
2188
$54K ﹤0.01%
1,833
-151
2189
$54K ﹤0.01%
1,740
+100
2190
$54K ﹤0.01%
4,705
-1,608
2191
$54K ﹤0.01%
2,172
+61
2192
$54K ﹤0.01%
2,102
-240
2193
$54K ﹤0.01%
39,520
+38,000
2194
$54K ﹤0.01%
432
+4
2195
$53K ﹤0.01%
1,367
-675
2196
$53K ﹤0.01%
743
+7
2197
$53K ﹤0.01%
905
2198
$53K ﹤0.01%
391
+74
2199
$53K ﹤0.01%
1,130
-97
2200
$53K ﹤0.01%
2,027
86 87
88
89 90