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
2676
$7.01K ﹤0.01%
400
2677
$6.92K ﹤0.01%
371
+212
2678
$6.87K ﹤0.01%
540
+314
2679
$6.86K ﹤0.01%
78
+30
2680
$6.85K ﹤0.01%
881
+1
2681
$6.83K ﹤0.01%
119
-600
2682
$6.81K ﹤0.01%
227
+5
2683
$6.8K ﹤0.01%
214
2684
$6.79K ﹤0.01%
75
2685
$6.64K ﹤0.01%
241
+53
2686
$6.63K ﹤0.01%
30
+10
2687
$6.59K ﹤0.01%
+776
2688
$6.58K ﹤0.01%
291
2689
$6.58K ﹤0.01%
700
-240
2690
$6.57K ﹤0.01%
+152
2691
$6.57K ﹤0.01%
5,970
2692
$6.55K ﹤0.01%
+278
2693
$6.53K ﹤0.01%
514
-12
2694
$6.53K ﹤0.01%
156
2695
$6.47K ﹤0.01%
6,179
+5,793
2696
$6.45K ﹤0.01%
69
+2
2697
$6.44K ﹤0.01%
222
+38
2698
$6.44K ﹤0.01%
+1,000
2699
$6.43K ﹤0.01%
52
+15
2700
$6.41K ﹤0.01%
748
-107
106 107
108
109 110