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
2726
$5.93K ﹤0.01%
394
-6
2727
$5.93K ﹤0.01%
275
-18
2728
$5.88K ﹤0.01%
1,133
+23
2729
$5.87K ﹤0.01%
1,000
2730
$5.86K ﹤0.01%
201
+1
2731
$5.85K ﹤0.01%
847
+358
2732
$5.8K ﹤0.01%
100
2733
$5.79K ﹤0.01%
80
2734
$5.78K ﹤0.01%
+250
2735
$5.77K ﹤0.01%
14
+3
2736
$5.77K ﹤0.01%
+1,615
2737
$5.72K ﹤0.01%
125
+66
2738
$5.71K ﹤0.01%
104
-57
2739
$5.7K ﹤0.01%
180
2740
$5.69K ﹤0.01%
29
-2
2741
$5.68K ﹤0.01%
123
2742
$5.65K ﹤0.01%
132
+53
2743
$5.65K ﹤0.01%
+300
2744
$5.63K ﹤0.01%
515
+15
2745
$5.6K ﹤0.01%
+689
2746
$5.59K ﹤0.01%
200
2747
$5.59K ﹤0.01%
+200
2748
$5.58K ﹤0.01%
27
-54
2749
$5.55K ﹤0.01%
47
-5
2750
$5.52K ﹤0.01%
+2,000
108 109
110
111 112