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
2451
$2K ﹤0.01%
+7
2452
$2K ﹤0.01%
+101
2453
$2K ﹤0.01%
104
2454
$2K ﹤0.01%
+200
2455
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375
2456
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35
2457
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+16
2458
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112
2459
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257
2460
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88
2461
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28
2462
$2K ﹤0.01%
37
2463
$2K ﹤0.01%
780
2464
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43
-14
2465
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196
2466
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46
-51
2467
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61
2468
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41
2469
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33
2470
$2K ﹤0.01%
+205
2471
$2K ﹤0.01%
72
-91
2472
$2K ﹤0.01%
114
-29
2473
$2K ﹤0.01%
+70
2474
$2K ﹤0.01%
56
2475
$2K ﹤0.01%
38
-812
97 98
99
100 101