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
2226
$4K ﹤0.01%
+5
2227
$4K ﹤0.01%
86
-78
2228
$4K ﹤0.01%
700
2229
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146
2230
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55
2231
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207
2232
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80
-60
2233
$4K ﹤0.01%
70
2234
$4K ﹤0.01%
+78
2235
$4K ﹤0.01%
192
-33,187
2236
$4K ﹤0.01%
+63
2237
$4K ﹤0.01%
122
-69
2238
$4K ﹤0.01%
80
2239
$4K ﹤0.01%
50
2240
$4K ﹤0.01%
290
+125
2241
$4K ﹤0.01%
26
2242
$4K ﹤0.01%
313
2243
$4K ﹤0.01%
89
2244
$4K ﹤0.01%
175
2245
$4K ﹤0.01%
53
+9
2246
$4K ﹤0.01%
129
2247
– –
0
2248
$4K ﹤0.01%
170
-92
2249
$4K ﹤0.01%
+39
2250
$4K ﹤0.01%
61
+18
88 89
90
91 92