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
2951
$3.13K ﹤0.01%
+60
2952
$3.12K ﹤0.01%
154
-192
2953
$3.1K ﹤0.01%
42
+11
2954
$3.1K ﹤0.01%
28
+19
2955
$3.1K ﹤0.01%
39
+3
2956
$3.1K ﹤0.01%
+35
2957
$3.08K ﹤0.01%
+500
2958
$3.05K ﹤0.01%
142
2959
$3.04K ﹤0.01%
99
-662
2960
$2.99K ﹤0.01%
318
-38
2961
$2.98K ﹤0.01%
+25
2962
$2.98K ﹤0.01%
31
+22
2963
$2.97K ﹤0.01%
59
+11
2964
$2.95K ﹤0.01%
106
+15
2965
$2.94K ﹤0.01%
55
+18
2966
$2.92K ﹤0.01%
123
2967
$2.91K ﹤0.01%
55
+13
2968
– –
-11
2969
– –
0
2970
$2.89K ﹤0.01%
+108
2971
$2.88K ﹤0.01%
+53
2972
$2.88K ﹤0.01%
+124
2973
$2.86K ﹤0.01%
110
2974
$2.86K ﹤0.01%
17
-3
2975
$2.85K ﹤0.01%
413
+13
117 118
119
120 121