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
2901
$3.78K ﹤0.01%
21
2902
$3.77K ﹤0.01%
1,575
+1,500
2903
$3.75K ﹤0.01%
590
2904
$3.74K ﹤0.01%
62
2905
$3.71K ﹤0.01%
342
2906
$3.71K ﹤0.01%
+750
2907
$3.69K ﹤0.01%
49
+1
2908
$3.68K ﹤0.01%
18
-1
2909
$3.63K ﹤0.01%
+100
2910
$3.62K ﹤0.01%
+588
2911
$3.59K ﹤0.01%
254
-19
2912
$3.58K ﹤0.01%
100
2913
$3.58K ﹤0.01%
63
2914
$3.58K ﹤0.01%
822
+100
2915
$3.56K ﹤0.01%
51
+12
2916
$3.55K ﹤0.01%
693
2917
$3.54K ﹤0.01%
140
2918
$3.49K ﹤0.01%
+26
2919
$3.49K ﹤0.01%
95
-1
2920
$3.49K ﹤0.01%
59
+28
2921
$3.48K ﹤0.01%
111
-9
2922
$3.48K ﹤0.01%
3
-40
2923
$3.46K ﹤0.01%
132
-53
2924
$3.46K ﹤0.01%
52
+30
2925
$3.44K ﹤0.01%
172
115 116
117
118 119