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
2301
$46K ﹤0.01%
1,821
2302
$46K ﹤0.01%
1,483
-1,111
2303
$46K ﹤0.01%
315
-198
2304
$46K ﹤0.01%
2,068
-766
2305
$46K ﹤0.01%
561
-111
2306
$45K ﹤0.01%
587
-484
2307
$45K ﹤0.01%
2,400
-695
2308
$45K ﹤0.01%
886
-240
2309
$45K ﹤0.01%
692
-55
2310
$45K ﹤0.01%
531
-627
2311
$45K ﹤0.01%
1,599
+883
2312
$45K ﹤0.01%
3,197
-17
2313
$45K ﹤0.01%
467
-746
2314
$45K ﹤0.01%
3,303
-752
2315
$45K ﹤0.01%
2,062
+1,329
2316
$45K ﹤0.01%
3,988
-90,654
2317
$45K ﹤0.01%
926
+18
2318
$45K ﹤0.01%
434
+23
2319
$45K ﹤0.01%
641
2320
$45K ﹤0.01%
3,682
-348
2321
$45K ﹤0.01%
839
+53
2322
$45K ﹤0.01%
328
-52
2323
$44K ﹤0.01%
4,600
2324
$44K ﹤0.01%
1,597
+95
2325
$44K ﹤0.01%
591
+177
91 92
93
94 95