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
$3.74B
AUM Growth
-$94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,005
New
Increased
Reduced
Closed

Top Buys

1
+$20.9M
2
+$14.3M
3
+$13.8M
4
USFR icon
WisdomTree Floating Rate Treasury Fund
USFR
+$13.5M
5
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$13.5M

Top Sells

1
+$37.6M
2
+$15.7M
3
+$13.1M
4
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$8.98M
5
LABU icon
Direxion Daily S&P Biotech Bull 3X Shares
LABU
+$8.89M

Sector Composition

1 Communication Services 9.24%
2 Consumer Discretionary 5.23%
3 Technology 4.89%
4 Financials 3.53%
5 Healthcare 2.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2276
$48K ﹤0.01%
1,797
-29,866
2277
$48K ﹤0.01%
271
+6
2278
$48K ﹤0.01%
2,118
-83
2279
$48K ﹤0.01%
1,968
+90
2280
$48K ﹤0.01%
623
-2,321
2281
$48K ﹤0.01%
694
-674
2282
$48K ﹤0.01%
288
+19
2283
$48K ﹤0.01%
4,220
2284
$47K ﹤0.01%
5,597
+35
2285
$47K ﹤0.01%
783
+44
2286
$47K ﹤0.01%
790
2287
$47K ﹤0.01%
1,320
-40
2288
$47K ﹤0.01%
2,465
+1,275
2289
$47K ﹤0.01%
878
+446
2290
$47K ﹤0.01%
1,830
-5,000
2291
$47K ﹤0.01%
+2,341
2292
$47K ﹤0.01%
456
+177
2293
$47K ﹤0.01%
911
+18
2294
$47K ﹤0.01%
1,924
-323
2295
$47K ﹤0.01%
1,869
2296
$47K ﹤0.01%
3,118
-27
2297
$46K ﹤0.01%
2,000
2298
$46K ﹤0.01%
1,450
2299
$46K ﹤0.01%
1,793
-642
2300
$46K ﹤0.01%
2,583
-457
90 91
92
93 94