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
251
$2.79M 0.09%
72,612
-5,774
252
$2.78M 0.09%
47,264
+9,137
253
$2.77M 0.09%
13,365
+2,714
254
$2.77M 0.09%
8,585
+281
255
$2.75M 0.09%
30,982
-756
256
$2.72M 0.09%
55,002
+15,258
257
$2.71M 0.09%
47,726
+42,613
258
$2.7M 0.09%
71,014
+42,075
259
$2.7M 0.09%
27,181
+2,741
260
$2.69M 0.09%
126,418
-1,678
261
$2.68M 0.09%
5,370
+232
262
$2.67M 0.09%
231,643
+6,543
263
$2.64M 0.09%
123,717
+9,234
264
$2.62M 0.09%
7,713
-73
265
$2.62M 0.09%
65,316
+50,740
266
$2.55M 0.08%
5,736
+502
267
$2.54M 0.08%
23,545
-5,166
268
$2.52M 0.08%
5,362
+2,335
269
$2.52M 0.08%
65,597
+32,367
270
$2.5M 0.08%
43,723
-1,245
271
$2.49M 0.08%
55,744
+55,563
272
$2.49M 0.08%
47,899
+10,390
273
$2.49M 0.08%
3,961
+35
274
$2.48M 0.08%
4,335
+1,275
275
$2.48M 0.08%
30,508
-6,022
9 10
11
12 13