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
2501
$10.8K ﹤0.01%
271
+258
2502
$10.8K ﹤0.01%
564
-71
2503
$10.8K ﹤0.01%
437
+386
2504
$10.8K ﹤0.01%
470
+20
2505
$10.7K ﹤0.01%
215
2506
$10.7K ﹤0.01%
459
2507
$10.7K ﹤0.01%
103
+3
2508
$10.6K ﹤0.01%
996
-4
2509
$10.5K ﹤0.01%
72
+16
2510
$10.5K ﹤0.01%
136
+1
2511
$10.5K ﹤0.01%
313
2512
$10.4K ﹤0.01%
255
+9
2513
$10.4K ﹤0.01%
276
-1
2514
$10.4K ﹤0.01%
+315
2515
$10.3K ﹤0.01%
+2,000
2516
$10.3K ﹤0.01%
62
+16
2517
$10.3K ﹤0.01%
304
+41
2518
$10.3K ﹤0.01%
545
+334
2519
$10.2K ﹤0.01%
264
+217
2520
$10.2K ﹤0.01%
133
-40
2521
$10.2K ﹤0.01%
10,000
2522
$10.2K ﹤0.01%
150
2523
$10.1K ﹤0.01%
475
+5
2524
$10K ﹤0.01%
+129
2525
$9.95K ﹤0.01%
186
-39
99 100
101
102 103