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
$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
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 9.23%
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
1
$165M 4.41%
226,093
+5,477
2
$108M 2.89%
98,046
-2,593
3
$94M 2.51%
321,438
+29,675
4
$71.1M 1.9%
762,435
-3,588
5
$52.5M 1.4%
574,231
+156,861
6
$39.3M 1.05%
654,626
+185,813
7
$38.6M 1.03%
1,767,795
-60,513
8
$36.7M 0.98%
437,679
+164,579
9
$36.3M 0.97%
722,069
+268,925
10
$31.6M 0.84%
311,379
+15,234
11
$30.8M 0.82%
687,649
-981
12
$29M 0.78%
1,524,392
+223,560
13
$29M 0.77%
136,451
-16,208
14
$28.9M 0.77%
574,222
+102,575
15
$28.4M 0.76%
257,489
+189,219
16
$24.9M 0.67%
300,443
+11,091
17
$24.5M 0.66%
293,118
-6,723
18
$24.1M 0.64%
381,316
+150,883
19
$22.9M 0.61%
943,645
+36,170
20
$22.3M 0.6%
194,451
-114,178
21
$21.9M 0.59%
430,086
+103,279
22
$21.4M 0.57%
513,595
+198,616
23
$20.8M 0.56%
959,748
-101,535
24
$20M 0.53%
100,593
-20,351
25
$19.8M 0.53%
500,365
+259,925
1
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