IA

IFP Advisors Portfolio holdings

AUM $3.52B
1-Year Est. Return 15.89%
This Quarter Est. Return
1 Year Est. Return
+15.89%
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
8,322
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
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
1
$55M 2.23%
413,976
-18,111
2
$49.2M 1.99%
131,757
+17,901
3
$42M 1.7%
133,974
-2,225
4
$25.8M 1.05%
472,054
+198,597
5
$23.4M 0.95%
143,340
-4,160
6
$22.2M 0.9%
160,736
+1,029
7
$18.3M 0.74%
250,249
+25,469
8
$17.2M 0.7%
77,415
+2,857
9
$16.4M 0.67%
453,794
-71,826
10
$16M 0.65%
42,509
-7,188
11
$15.8M 0.64%
87,394
-2,565
12
$15.6M 0.63%
175,520
+8,440
13
$14.8M 0.6%
86,502
+2,829
14
$14.2M 0.57%
308,010
-6,120
15
$13.9M 0.56%
411,897
+125,846
16
$13.7M 0.56%
214,666
-34,146
17
$12.8M 0.52%
188,446
+710
18
$12.5M 0.51%
63,637
+19,795
19
$12.4M 0.5%
36,248
+20,278
20
$12.1M 0.49%
47,655
+473
21
$12M 0.49%
92,516
+10,717
22
$11.8M 0.48%
239,425
+231,263
23
$11.5M 0.46%
124,715
+27,752
24
$11.2M 0.46%
63,030
-6,562
25
$11M 0.45%
486,543
+2,031
1
2 3 4 5