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
2526
$9.87K ﹤0.01%
499
+16
2527
$9.86K ﹤0.01%
+50
2528
$9.77K ﹤0.01%
168
2529
$9.74K ﹤0.01%
300
2530
$9.65K ﹤0.01%
337
2531
$9.63K ﹤0.01%
175
2532
$9.62K ﹤0.01%
1,383
-44
2533
$9.62K ﹤0.01%
340
-449
2534
$9.61K ﹤0.01%
1,899
+24
2535
$9.6K ﹤0.01%
415
+30
2536
$9.56K ﹤0.01%
193
-57
2537
$9.56K ﹤0.01%
+847
2538
$9.51K ﹤0.01%
350
+250
2539
$9.49K ﹤0.01%
363
2540
$9.48K ﹤0.01%
59
-5
2541
$9.46K ﹤0.01%
255
+155
2542
$9.46K ﹤0.01%
450
-4
2543
$9.46K ﹤0.01%
520
+3
2544
$9.43K ﹤0.01%
526
-474
2545
$9.43K ﹤0.01%
28
+1
2546
$9.38K ﹤0.01%
+136
2547
$9.34K ﹤0.01%
+434
2548
$9.33K ﹤0.01%
251
+16
2549
$9.32K ﹤0.01%
203
2550
$9.32K ﹤0.01%
760
100 101
102
103 104