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
276
$2.48M 0.08%
45,129
-202
277
$2.47M 0.08%
45,749
+3,933
278
$2.47M 0.08%
47,137
+7,303
279
$2.45M 0.08%
2,102
-5,425
280
$2.44M 0.08%
3,880
+214
281
$2.44M 0.08%
320,570
-190,663
282
$2.44M 0.08%
30,095
+8,740
283
$2.44M 0.08%
22,929
+3,045
284
$2.43M 0.08%
271,132
+64,107
285
$2.43M 0.08%
72,026
+11,875
286
$2.43M 0.08%
3,442
+288
287
$2.42M 0.08%
26,403
+3,953
288
$2.41M 0.08%
130,533
+15,157
289
$2.41M 0.08%
120,110
+82,739
290
$2.4M 0.08%
12,776
-238
291
$2.39M 0.08%
6,990
-1,176
292
$2.37M 0.08%
52,782
+5,092
293
$2.36M 0.08%
99,246
+6,208
294
$2.35M 0.08%
15,523
+14,579
295
$2.34M 0.08%
42,162
+19,817
296
$2.34M 0.08%
31,254
+11,254
297
$2.33M 0.08%
35,447
+32,055
298
$2.33M 0.08%
19,302
+1,980
299
$2.33M 0.08%
5,546
+1,861
300
$2.33M 0.08%
68,912
-18,379
10 11
12
13 14