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
2401
$40K ﹤0.01%
2,595
2402
$40K ﹤0.01%
1,742
2403
$40K ﹤0.01%
637
-1,026
2404
$40K ﹤0.01%
1,177
-263
2405
$39K ﹤0.01%
400
+4
2406
$39K ﹤0.01%
1,157
+862
2407
$39K ﹤0.01%
6,979
+151
2408
$39K ﹤0.01%
1,800
+100
2409
$39K ﹤0.01%
1,570
-230
2410
$39K ﹤0.01%
3,000
-8,383
2411
$39K ﹤0.01%
303
-10
2412
$39K ﹤0.01%
539
-283
2413
$39K ﹤0.01%
11,280
+7,280
2414
$39K ﹤0.01%
1,130
-195
2415
$39K ﹤0.01%
560
-363
2416
$39K ﹤0.01%
1,177
-10
2417
$39K ﹤0.01%
1,300
-2,337
2418
$38K ﹤0.01%
600
2419
$38K ﹤0.01%
4,000
2420
$38K ﹤0.01%
2,521
-282
2421
$38K ﹤0.01%
2,618
-577
2422
$38K ﹤0.01%
12,555
+2,070
2423
$38K ﹤0.01%
2,013
+8
2424
$38K ﹤0.01%
662
+216
2425
$38K ﹤0.01%
281
-961
95 96
97
98 99