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
201
$1.97M 0.08%
36,054
+10,728
202
$1.96M 0.08%
69,972
+2,314
203
$1.95M 0.08%
+39,659
204
$1.95M 0.08%
23,674
-869
205
$1.94M 0.08%
11,500
+585
206
$1.94M 0.08%
9,377
+2,305
207
$1.93M 0.08%
76,389
+1,934
208
$1.92M 0.08%
45,584
+1,843
209
$1.9M 0.08%
7,832
+1,085
210
$1.87M 0.08%
9,380
+2,831
211
$1.85M 0.08%
60,672
-9,441
212
$1.83M 0.07%
12,760
+12,620
213
$1.83M 0.07%
35,068
+34,812
214
$1.81M 0.07%
43,940
+5,006
215
$1.81M 0.07%
26,239
+24,045
216
$1.8M 0.07%
10,618
+837
217
$1.79M 0.07%
7,299
+177
218
$1.79M 0.07%
98,062
+328
219
$1.79M 0.07%
9,197
+1,418
220
$1.77M 0.07%
18,663
+37
221
$1.76M 0.07%
21,488
-956
222
$1.75M 0.07%
6,783
+308
223
$1.74M 0.07%
76,830
+20,610
224
$1.73M 0.07%
11,044
-62,495
225
$1.72M 0.07%
11,422
+4,225
7 8
9
10 11