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
2626
$7.82K ﹤0.01%
187
-192
2627
$7.81K ﹤0.01%
401
2628
$7.81K ﹤0.01%
338
+21
2629
$7.81K ﹤0.01%
46
+14
2630
$7.8K ﹤0.01%
+5,000
2631
$7.8K ﹤0.01%
148
2632
$7.75K ﹤0.01%
741
+18
2633
$7.74K ﹤0.01%
205
2634
$7.73K ﹤0.01%
104
+32
2635
$7.71K ﹤0.01%
985
2636
$7.71K ﹤0.01%
112
-17
2637
$7.7K ﹤0.01%
+104
2638
$7.61K ﹤0.01%
92
+44
2639
$7.6K ﹤0.01%
1,000
2640
$7.6K ﹤0.01%
100
2641
$7.59K ﹤0.01%
200
2642
$7.57K ﹤0.01%
506
-6
2643
$7.57K ﹤0.01%
700
2644
$7.56K ﹤0.01%
1,365
2645
$7.56K ﹤0.01%
1,988
-27
2646
$7.55K ﹤0.01%
566
2647
$7.54K ﹤0.01%
2,000
2648
$7.5K ﹤0.01%
200
2649
$7.5K ﹤0.01%
522
+381
2650
$7.5K ﹤0.01%
+104
104 105
106
107 108