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
2326
$44K ﹤0.01%
950
-647
2327
$44K ﹤0.01%
485
-30
2328
$44K ﹤0.01%
1,103
+109
2329
$44K ﹤0.01%
1,049
+35
2330
$44K ﹤0.01%
2,150
-300
2331
$44K ﹤0.01%
588
2332
$44K ﹤0.01%
172
2333
$44K ﹤0.01%
556
-470
2334
$44K ﹤0.01%
1,321
-6
2335
$44K ﹤0.01%
708
-6
2336
$44K ﹤0.01%
6,085
-1,250
2337
$44K ﹤0.01%
3,913
+37
2338
$44K ﹤0.01%
2,365
2339
$43K ﹤0.01%
884
-1
2340
$43K ﹤0.01%
386
+262
2341
$43K ﹤0.01%
2,530
-360
2342
$43K ﹤0.01%
1,010
+85
2343
$43K ﹤0.01%
850
-139
2344
$43K ﹤0.01%
2
2345
$43K ﹤0.01%
1,070
2346
$43K ﹤0.01%
637
-530
2347
$43K ﹤0.01%
1,445
-174,589
2348
$43K ﹤0.01%
809
-354
2349
$43K ﹤0.01%
2,418
-163
2350
$43K ﹤0.01%
2,178
+74
92 93
94
95 96