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
2276
$4K ﹤0.01%
650
2277
$4K ﹤0.01%
+163
2278
$4K ﹤0.01%
200
2279
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100
2280
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57
-17
2281
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250
2282
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37
-16
2283
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140
-79
2284
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118
+80
2285
$4K ﹤0.01%
170
2286
$4K ﹤0.01%
170
2287
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100
2288
$4K ﹤0.01%
+295
2289
$4K ﹤0.01%
+48
2290
$4K ﹤0.01%
88
2291
$3K ﹤0.01%
279
-76
2292
$3K ﹤0.01%
40
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2293
$3K ﹤0.01%
79
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2294
$3K ﹤0.01%
+57
2295
$3K ﹤0.01%
117
2296
$3K ﹤0.01%
+107
2297
– –
0
2298
$3K ﹤0.01%
55
2299
$3K ﹤0.01%
13
2300
$3K ﹤0.01%
44
90 91
92
93 94