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
2201
$5K ﹤0.01%
168
-18
2202
$5K ﹤0.01%
36
+10
2203
$5K ﹤0.01%
151
2204
$5K ﹤0.01%
112
+2
2205
$5K ﹤0.01%
213
2206
$5K ﹤0.01%
124
+11
2207
$5K ﹤0.01%
+9
2208
$5K ﹤0.01%
17
-14
2209
$5K ﹤0.01%
184
2210
$5K ﹤0.01%
417
2211
$5K ﹤0.01%
14,242
2212
$5K ﹤0.01%
91
-200
2213
$5K ﹤0.01%
+100
2214
$5K ﹤0.01%
100
2215
$5K ﹤0.01%
57
2216
$5K ﹤0.01%
38
2217
$4K ﹤0.01%
190
-81
2218
$4K ﹤0.01%
429
+286
2219
$4K ﹤0.01%
262
2220
$4K ﹤0.01%
144
-76
2221
$4K ﹤0.01%
75
2222
$4K ﹤0.01%
30
+9
2223
$4K ﹤0.01%
+75
2224
$4K ﹤0.01%
105
+17
2225
$4K ﹤0.01%
249
87 88
89
90 91