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
2376
$41K ﹤0.01%
600
-50
2377
$41K ﹤0.01%
1,600
2378
$41K ﹤0.01%
3,333
+2,555
2379
$41K ﹤0.01%
809
2380
$41K ﹤0.01%
426
-7
2381
$41K ﹤0.01%
3,920
+3,345
2382
$41K ﹤0.01%
1,034
2383
$41K ﹤0.01%
2,421
-641
2384
$41K ﹤0.01%
282
-430
2385
$40K ﹤0.01%
+10,000
2386
$40K ﹤0.01%
1,069
-304
2387
$40K ﹤0.01%
249
+30
2388
$40K ﹤0.01%
1,302
+61
2389
$40K ﹤0.01%
971
+69
2390
$40K ﹤0.01%
2,056
-149
2391
$40K ﹤0.01%
1,399
2392
$40K ﹤0.01%
1,000
2393
$40K ﹤0.01%
404
2394
$40K ﹤0.01%
810
+196
2395
$40K ﹤0.01%
1,526
+922
2396
$40K ﹤0.01%
594
+99
2397
$40K ﹤0.01%
1,160
-170
2398
$40K ﹤0.01%
42
+2
2399
$40K ﹤0.01%
1,847
+762
2400
$40K ﹤0.01%
4,000
+1,000
94 95
96
97 98