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
2601
$8.3K ﹤0.01%
105
+2
2602
$8.28K ﹤0.01%
307
2603
$8.27K ﹤0.01%
90
+10
2604
$8.27K ﹤0.01%
289
+30
2605
$8.22K ﹤0.01%
110
+61
2606
$8.22K ﹤0.01%
315
+292
2607
$8.21K ﹤0.01%
62
-240
2608
$8.19K ﹤0.01%
350
2609
$8.15K ﹤0.01%
28
+6
2610
$8.15K ﹤0.01%
246
2611
$8.14K ﹤0.01%
1,500
2612
$8.08K ﹤0.01%
+1,915
2613
$8.08K ﹤0.01%
+104
2614
$8.07K ﹤0.01%
300
-2,400
2615
$8.03K ﹤0.01%
263
+7
2616
$8.02K ﹤0.01%
2,100
+2,000
2617
$8.02K ﹤0.01%
493
-7
2618
$7.96K ﹤0.01%
289
+6
2619
$7.92K ﹤0.01%
+1,000
2620
$7.9K ﹤0.01%
80
2621
$7.87K ﹤0.01%
169
-25
2622
$7.86K ﹤0.01%
184
-6
2623
$7.84K ﹤0.01%
350
2624
$7.83K ﹤0.01%
187
+46
2625
$7.83K ﹤0.01%
291
+152
103 104
105
106 107