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
2426
$38K ﹤0.01%
1,482
-10,560
2427
$38K ﹤0.01%
287
-304
2428
$38K ﹤0.01%
2,430
2429
$38K ﹤0.01%
3,115
+1,277
2430
$38K ﹤0.01%
547
-2,387
2431
$38K ﹤0.01%
366
-28
2432
$37K ﹤0.01%
2,000
-27
2433
$37K ﹤0.01%
3,229
+1,500
2434
$37K ﹤0.01%
3,264
+39
2435
$37K ﹤0.01%
1,917
-7,891
2436
$37K ﹤0.01%
2,300
+500
2437
$37K ﹤0.01%
500
-7,032
2438
$37K ﹤0.01%
205
-848
2439
$37K ﹤0.01%
1,066
-484
2440
$37K ﹤0.01%
1,734
-214
2441
$37K ﹤0.01%
867
+486
2442
$37K ﹤0.01%
6,086
-1,726
2443
$37K ﹤0.01%
500
2444
$37K ﹤0.01%
294
+113
2445
$37K ﹤0.01%
864
-37
2446
$37K ﹤0.01%
300
+28
2447
$37K ﹤0.01%
1,600
-500
2448
$37K ﹤0.01%
760
-169
2449
$37K ﹤0.01%
1,150
-2,680
2450
$37K ﹤0.01%
1,431
-849
96 97
98
99 100