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
2651
$7.47K ﹤0.01%
457
2652
$7.46K ﹤0.01%
375
+205
2653
$7.46K ﹤0.01%
+196
2654
$7.44K ﹤0.01%
179
2655
$7.44K ﹤0.01%
300
-30
2656
$7.42K ﹤0.01%
296
2657
$7.38K ﹤0.01%
1,000
2658
$7.38K ﹤0.01%
250
2659
$7.37K ﹤0.01%
235
+2
2660
$7.3K ﹤0.01%
+5,000
2661
$7.29K ﹤0.01%
98
+55
2662
$7.29K ﹤0.01%
220
+46
2663
$7.26K ﹤0.01%
228
2664
$7.26K ﹤0.01%
300
2665
$7.22K ﹤0.01%
+2,000
2666
$7.2K ﹤0.01%
289
-11
2667
$7.2K ﹤0.01%
80
-1,006
2668
$7.2K ﹤0.01%
396
-1,198
2669
$7.18K ﹤0.01%
1,262
+12
2670
$7.17K ﹤0.01%
+3,000
2671
$7.14K ﹤0.01%
188
+70
2672
$7.09K ﹤0.01%
1,500
2673
$7.09K ﹤0.01%
287
2674
$7.03K ﹤0.01%
30
-239
2675
$7.02K ﹤0.01%
488
+300
105 106
107
108 109