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
2976
$2.83K ﹤0.01%
75
-20
2977
$2.83K ﹤0.01%
17
-701
2978
$2.8K ﹤0.01%
84
-6
2979
$2.8K ﹤0.01%
140
+11
2980
$2.8K ﹤0.01%
88
+39
2981
$2.79K ﹤0.01%
175
-4
2982
$2.79K ﹤0.01%
50
-20
2983
$2.79K ﹤0.01%
24
2984
$2.77K ﹤0.01%
109
-5
2985
$2.76K ﹤0.01%
+48
2986
$2.75K ﹤0.01%
+324
2987
$2.74K ﹤0.01%
102
-98
2988
$2.73K ﹤0.01%
7
-13
2989
$2.73K ﹤0.01%
118
+2
2990
$2.72K ﹤0.01%
600
2991
$2.72K ﹤0.01%
+58
2992
$2.69K ﹤0.01%
90
-6,657
2993
$2.68K ﹤0.01%
1,007
2994
$2.65K ﹤0.01%
211
-50,372
2995
$2.64K ﹤0.01%
596
2996
$2.64K ﹤0.01%
100
2997
$2.63K ﹤0.01%
+77
2998
$2.62K ﹤0.01%
3
2999
$2.6K ﹤0.01%
+48
3000
$2.59K ﹤0.01%
11
+6
118 119
120
121 122