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
2251
$4K ﹤0.01%
+1,000
2252
$4K ﹤0.01%
66
+10
2253
$4K ﹤0.01%
100
-175
2254
$4K ﹤0.01%
34
2255
$4K ﹤0.01%
+3
2256
$4K ﹤0.01%
32
+22
2257
$4K ﹤0.01%
164
+59
2258
$4K ﹤0.01%
120
+10
2259
$4K ﹤0.01%
42
-10
2260
$4K ﹤0.01%
89
2261
$4K ﹤0.01%
269
+65
2262
$4K ﹤0.01%
+135
2263
$4K ﹤0.01%
52
-52
2264
$4K ﹤0.01%
426
+10
2265
$4K ﹤0.01%
29
2266
$4K ﹤0.01%
109
2267
$4K ﹤0.01%
250
-250
2268
$4K ﹤0.01%
148
+50
2269
– –
0
2270
$4K ﹤0.01%
34
+11
2271
$4K ﹤0.01%
506
2272
$4K ﹤0.01%
68
-6
2273
$4K ﹤0.01%
+225
2274
$4K ﹤0.01%
127
2275
$4K ﹤0.01%
97
89 90
91
92 93