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
2326
$3K ﹤0.01%
200
-635
2327
$3K ﹤0.01%
12
+3
2328
$3K ﹤0.01%
83
+19
2329
$3K ﹤0.01%
108
2330
$3K ﹤0.01%
69
2331
$3K ﹤0.01%
100
2332
$3K ﹤0.01%
100
2333
$3K ﹤0.01%
16
2334
$3K ﹤0.01%
157
-3
2335
$3K ﹤0.01%
145
-2,060
2336
$3K ﹤0.01%
124
2337
$3K ﹤0.01%
55
-1,900
2338
$3K ﹤0.01%
172
2339
$3K ﹤0.01%
6
-1
2340
$3K ﹤0.01%
6,660
2341
$3K ﹤0.01%
13
2342
$3K ﹤0.01%
55
2343
$3K ﹤0.01%
500
2344
$3K ﹤0.01%
2,321
2345
$3K ﹤0.01%
135
2346
$3K ﹤0.01%
280
2347
$3K ﹤0.01%
107
2348
$3K ﹤0.01%
500
+484
2349
$3K ﹤0.01%
86
+61
2350
$3K ﹤0.01%
+500
92 93
94
95 96