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
2576
$8.68K ﹤0.01%
169
+36
2577
$8.68K ﹤0.01%
996
-31
2578
$8.66K ﹤0.01%
117
+98
2579
$8.65K ﹤0.01%
+5,000
2580
$8.63K ﹤0.01%
374
+7
2581
$8.63K ﹤0.01%
315
+22
2582
$8.61K ﹤0.01%
324
-26
2583
$8.56K ﹤0.01%
609
+424
2584
$8.56K ﹤0.01%
30
2585
$8.53K ﹤0.01%
756
2586
$8.52K ﹤0.01%
218
-32
2587
$8.49K ﹤0.01%
+67
2588
$8.48K ﹤0.01%
900
2589
$8.46K ﹤0.01%
+205
2590
$8.45K ﹤0.01%
94
+1
2591
$8.45K ﹤0.01%
270
2592
$8.44K ﹤0.01%
225
-162
2593
$8.43K ﹤0.01%
409
2594
$8.42K ﹤0.01%
+149
2595
$8.4K ﹤0.01%
+5,000
2596
$8.36K ﹤0.01%
130
-64
2597
$8.36K ﹤0.01%
253
+3
2598
$8.35K ﹤0.01%
99
-45
2599
$8.33K ﹤0.01%
740
2600
$8.32K ﹤0.01%
82
-2
102 103
104
105 106