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
2926
$3.39K ﹤0.01%
562
2927
$3.37K ﹤0.01%
136
-141
2928
$3.37K ﹤0.01%
192
2929
$3.36K ﹤0.01%
+87
2930
$3.35K ﹤0.01%
+7
2931
$3.34K ﹤0.01%
297
2932
– –
-10
2933
$3.34K ﹤0.01%
146
-1
2934
$3.33K ﹤0.01%
77
+1
2935
$3.31K ﹤0.01%
485
2936
$3.27K ﹤0.01%
116
2937
$3.27K ﹤0.01%
+50
2938
$3.26K ﹤0.01%
49
+8
2939
$3.26K ﹤0.01%
3
-6
2940
$3.26K ﹤0.01%
277
-805
2941
$3.25K ﹤0.01%
+21
2942
$3.24K ﹤0.01%
28
-9
2943
$3.22K ﹤0.01%
20
2944
$3.2K ﹤0.01%
397
2945
$3.2K ﹤0.01%
1,250
2946
$3.18K ﹤0.01%
76
2947
$3.16K ﹤0.01%
958
-31
2948
$3.15K ﹤0.01%
50
2949
$3.15K ﹤0.01%
316
-129
2950
$3.14K ﹤0.01%
299
-1
116 117
118
119 120