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
2351
$3K ﹤0.01%
+500
2352
$3K ﹤0.01%
75
-20
2353
$3K ﹤0.01%
51
2354
$3K ﹤0.01%
+68
2355
$3K ﹤0.01%
106
-2,048
2356
$3K ﹤0.01%
61
-2
2357
$3K ﹤0.01%
148
-1
2358
$3K ﹤0.01%
75
2359
$3K ﹤0.01%
22
2360
$3K ﹤0.01%
66
-335
2361
$3K ﹤0.01%
100
-159
2362
$3K ﹤0.01%
42
+9
2363
$3K ﹤0.01%
100
2364
$3K ﹤0.01%
61
-340
2365
$3K ﹤0.01%
74
2366
$3K ﹤0.01%
+250
2367
$3K ﹤0.01%
81
2368
$3K ﹤0.01%
191
+89
2369
$3K ﹤0.01%
200
2370
$3K ﹤0.01%
102
2371
$3K ﹤0.01%
414
-251
2372
$3K ﹤0.01%
67
-40
2373
$3K ﹤0.01%
43
2374
$3K ﹤0.01%
126
2375
$3K ﹤0.01%
491
-97
93 94
95
96 97