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
2351
$43K ﹤0.01%
324
+51
2352
$43K ﹤0.01%
10,500
+10,000
2353
$42K ﹤0.01%
6,670
+644
2354
$42K ﹤0.01%
1,709
-895
2355
$42K ﹤0.01%
574
-3,178
2356
$42K ﹤0.01%
1,253
-1,535
2357
$42K ﹤0.01%
5,000
2358
$42K ﹤0.01%
2,959
-6,420
2359
$42K ﹤0.01%
1,727
2360
$42K ﹤0.01%
505
+39
2361
$41K ﹤0.01%
4,553
+59
2362
$41K ﹤0.01%
1,667
+113
2363
$41K ﹤0.01%
1,050
+86
2364
$41K ﹤0.01%
1,590
+110
2365
$41K ﹤0.01%
673
-103
2366
$41K ﹤0.01%
2,410
-345
2367
$41K ﹤0.01%
2,217
-177
2368
$41K ﹤0.01%
2,240
+45
2369
$41K ﹤0.01%
1,634
+382
2370
$41K ﹤0.01%
1,598
-19
2371
$41K ﹤0.01%
2,923
-163
2372
$41K ﹤0.01%
3,786
+1,067
2373
$41K ﹤0.01%
1,900
2374
$41K ﹤0.01%
1,656
+669
2375
$41K ﹤0.01%
+641
93 94
95
96 97