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
2376
$3K ﹤0.01%
+45
2377
$2K ﹤0.01%
9
2378
$2K ﹤0.01%
100
2379
$2K ﹤0.01%
29
2380
$2K ﹤0.01%
+37
2381
$2K ﹤0.01%
2
2382
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49
-39
2383
$2K ﹤0.01%
104
2384
$2K ﹤0.01%
91
2385
$2K ﹤0.01%
146
2386
$2K ﹤0.01%
218
-1,000
2387
$2K ﹤0.01%
65
-35
2388
$2K ﹤0.01%
60
2389
$2K ﹤0.01%
24
+9
2390
$2K ﹤0.01%
43
2391
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13
-23
2392
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2393
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13
-13
2394
$2K ﹤0.01%
65
2395
$2K ﹤0.01%
60
2396
$2K ﹤0.01%
67
2397
$2K ﹤0.01%
3
2398
$2K ﹤0.01%
+60
2399
$2K ﹤0.01%
+200
2400
$2K ﹤0.01%
15
94 95
96
97 98