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
2701
$6.39K ﹤0.01%
751
+1
2702
$6.36K ﹤0.01%
39
+3
2703
$6.34K ﹤0.01%
149
+52
2704
$6.3K ﹤0.01%
375
2705
$6.27K ﹤0.01%
60
2706
$6.24K ﹤0.01%
+2,941
2707
$6.23K ﹤0.01%
31
-16
2708
$6.21K ﹤0.01%
98
-57
2709
$6.21K ﹤0.01%
92
+4
2710
$6.19K ﹤0.01%
76
-113
2711
$6.19K ﹤0.01%
+58
2712
$6.18K ﹤0.01%
66
2713
$6.17K ﹤0.01%
186
-4
2714
$6.15K ﹤0.01%
193
+10
2715
$6.14K ﹤0.01%
622
2716
$6.13K ﹤0.01%
1,187
+987
2717
$6.11K ﹤0.01%
198
2718
$6.06K ﹤0.01%
+89
2719
$6.05K ﹤0.01%
150
-10
2720
$6.03K ﹤0.01%
39
+11
2721
$6.01K ﹤0.01%
182
2722
$6K ﹤0.01%
104
+48
2723
$5.97K ﹤0.01%
409
+50
2724
$5.96K ﹤0.01%
83
+7
2725
$5.94K ﹤0.01%
192
+1
107 108
109
110 111