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
2801
$4.89K ﹤0.01%
147
+1
2802
$4.85K ﹤0.01%
151
2803
$4.83K ﹤0.01%
119
2804
$4.83K ﹤0.01%
+23
2805
$4.81K ﹤0.01%
364
-412
2806
$4.8K ﹤0.01%
600
2807
$4.78K ﹤0.01%
37
-71
2808
$4.78K ﹤0.01%
71
+1
2809
$4.77K ﹤0.01%
55
2810
$4.76K ﹤0.01%
100
2811
$4.76K ﹤0.01%
2,223
2812
$4.74K ﹤0.01%
202
2813
$4.71K ﹤0.01%
38
2814
$4.7K ﹤0.01%
205
2815
$4.69K ﹤0.01%
+154
2816
$4.69K ﹤0.01%
+19
2817
$4.68K ﹤0.01%
+190
2818
$4.68K ﹤0.01%
+359
2819
$4.68K ﹤0.01%
232
+33
2820
$4.67K ﹤0.01%
125
2821
$4.67K ﹤0.01%
299
-13
2822
$4.66K ﹤0.01%
66
+26
2823
$4.6K ﹤0.01%
111
+6
2824
$4.54K ﹤0.01%
143
+54
2825
$4.52K ﹤0.01%
+131
111 112
113
114 115