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
2451
$37K ﹤0.01%
2,800
-800
2452
$36K ﹤0.01%
733
+9
2453
$36K ﹤0.01%
437
-60
2454
$36K ﹤0.01%
+719
2455
$36K ﹤0.01%
4,390
-7,676
2456
$36K ﹤0.01%
271
-3
2457
$36K ﹤0.01%
584
+85
2458
$36K ﹤0.01%
16,500
+15,000
2459
$36K ﹤0.01%
1,763
2460
$36K ﹤0.01%
1,165
-1,076
2461
$36K ﹤0.01%
208
-97
2462
$36K ﹤0.01%
1,507
2463
$36K ﹤0.01%
2,000
-500
2464
$36K ﹤0.01%
1,330
-901
2465
$36K ﹤0.01%
1,774
+222
2466
$36K ﹤0.01%
734
2467
$36K ﹤0.01%
900
-152
2468
$36K ﹤0.01%
435
+315
2469
$36K ﹤0.01%
1,000
-4,315
2470
$36K ﹤0.01%
1,231
+102
2471
$36K ﹤0.01%
850
+50
2472
$36K ﹤0.01%
375
+14
2473
$36K ﹤0.01%
532
+158
2474
$36K ﹤0.01%
2,472
+910
2475
$35K ﹤0.01%
286
-182
97 98
99
100 101