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
2876
$4.01K ﹤0.01%
262
+94
2877
$4K ﹤0.01%
+200
2878
$3.97K ﹤0.01%
269
+55
2879
– –
-7
2880
$3.96K ﹤0.01%
825
+785
2881
$3.93K ﹤0.01%
996
+427
2882
$3.93K ﹤0.01%
+3,000
2883
$3.92K ﹤0.01%
41
-6
2884
$3.92K ﹤0.01%
57
+1
2885
$3.91K ﹤0.01%
112
2886
$3.91K ﹤0.01%
907
+157
2887
$3.9K ﹤0.01%
182
-7
2888
$3.9K ﹤0.01%
503
2889
$3.9K ﹤0.01%
88
-57
2890
$3.9K ﹤0.01%
128
+32
2891
$3.89K ﹤0.01%
82
+14
2892
$3.89K ﹤0.01%
61
2893
– –
-2
2894
$3.85K ﹤0.01%
175
-25
2895
$3.84K ﹤0.01%
+3,000
2896
$3.84K ﹤0.01%
75
-12
2897
$3.83K ﹤0.01%
69
-2,006
2898
$3.82K ﹤0.01%
+90
2899
$3.81K ﹤0.01%
17
2900
$3.8K ﹤0.01%
+31
114 115
116
117 118