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
2776
$5.2K ﹤0.01%
78
+28
2777
$5.19K ﹤0.01%
100
2778
$5.16K ﹤0.01%
+150
2779
$5.15K ﹤0.01%
64
-6
2780
$5.14K ﹤0.01%
+184
2781
$5.14K ﹤0.01%
510
+10
2782
$5.14K ﹤0.01%
337
2783
$5.13K ﹤0.01%
325
+55
2784
$5.12K ﹤0.01%
166
+97
2785
$5.11K ﹤0.01%
119
+61
2786
$5.09K ﹤0.01%
294
-176
2787
$5.05K ﹤0.01%
469
2788
$5.04K ﹤0.01%
91
2789
$5.04K ﹤0.01%
44
+3
2790
$5.04K ﹤0.01%
+2,000
2791
$5.04K ﹤0.01%
116
+21
2792
$5.02K ﹤0.01%
25
-25
2793
$5.02K ﹤0.01%
196
-47
2794
$4.98K ﹤0.01%
123
2795
$4.95K ﹤0.01%
656
2796
$4.95K ﹤0.01%
261
+240
2797
$4.95K ﹤0.01%
+3,000
2798
$4.95K ﹤0.01%
+5,000
2799
$4.91K ﹤0.01%
500
2800
$4.9K ﹤0.01%
53
-48
110 111
112
113 114