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
2851
$4.21K ﹤0.01%
250
2852
$4.21K ﹤0.01%
67
2853
$4.21K ﹤0.01%
155
2854
$4.19K ﹤0.01%
45
-95
2855
$4.18K ﹤0.01%
113
2856
$4.17K ﹤0.01%
385
-23
2857
$4.17K ﹤0.01%
133
2858
$4.16K ﹤0.01%
15
-1
2859
$4.15K ﹤0.01%
7,796
+7,544
2860
$4.14K ﹤0.01%
317
+17
2861
$4.14K ﹤0.01%
61
+12
2862
$4.13K ﹤0.01%
500
2863
$4.13K ﹤0.01%
8
+1
2864
$4.11K ﹤0.01%
+40
2865
$4.09K ﹤0.01%
744
+24
2866
$4.09K ﹤0.01%
379
-2,996
2867
$4.08K ﹤0.01%
500
2868
$4.06K ﹤0.01%
+85
2869
$4.06K ﹤0.01%
84
+53
2870
$4.06K ﹤0.01%
+2,000
2871
$4.05K ﹤0.01%
157
-324
2872
$4.03K ﹤0.01%
140
2873
$4.03K ﹤0.01%
+292
2874
$4.02K ﹤0.01%
170
-1,084
2875
$4.01K ﹤0.01%
62
-32
113 114
115
116 117