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
$3.05B
AUM Growth
+$279M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,701
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$12.1M
3
+$7.31M
4
AMZN icon
Amazon
AMZN
+$7.13M
5
IYR icon
iShares US Real Estate ETF
IYR
+$6.58M

Top Sells

1
+$13.1M
2
+$6.33M
3
+$6.16M
4
IOCT icon
Innovator International Developed Power Buffer ETF October
IOCT
+$4.36M
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$4.17M

Sector Composition

1 Technology 10.92%
2 Financials 4.71%
3 Consumer Discretionary 3.97%
4 Healthcare 3.58%
5 Industrials 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.1M 0.1%
135,828
+5,883
227
$3.09M 0.1%
132,444
+787
228
$3.08M 0.1%
142,984
-3,949
229
$3.07M 0.1%
61,826
-171
230
$3.06M 0.1%
76,014
+2,019
231
$3.04M 0.1%
11,001
+6,685
232
$3.03M 0.1%
30,605
-15,031
233
$3.03M 0.1%
103,611
-8,675
234
$2.97M 0.1%
82,768
-5,700
235
$2.96M 0.1%
133,475
-179
236
$2.94M 0.1%
13,654
+10,143
237
$2.91M 0.1%
164,450
+22,648
238
$2.9M 0.1%
30,554
-229
239
$2.88M 0.09%
113,575
+4,334
240
$2.87M 0.09%
52,395
+1,340
241
$2.85M 0.09%
102,703
+97,129
242
$2.85M 0.09%
50,773
+48,821
243
$2.84M 0.09%
12,101
+10,153
244
$2.84M 0.09%
93,197
+13,729
245
$2.84M 0.09%
18,657
-5,022
246
$2.84M 0.09%
9,444
+1,777
247
$2.82M 0.09%
35,286
+24,924
248
$2.8M 0.09%
+140,354
249
$2.8M 0.09%
35,869
+14,208
250
$2.79M 0.09%
87,371
+74,733
8 9
10
11 12