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
3001
$2.59K ﹤0.01%
46
+19
3002
$2.58K ﹤0.01%
1,030
+30
3003
$2.57K ﹤0.01%
+200
3004
$2.57K ﹤0.01%
332
+98
3005
$2.57K ﹤0.01%
62
3006
$2.56K ﹤0.01%
83
+1
3007
$2.56K ﹤0.01%
+51
3008
$2.55K ﹤0.01%
50
-100
3009
$2.54K ﹤0.01%
+2,000
3010
$2.53K ﹤0.01%
622
-606
3011
$2.53K ﹤0.01%
38
-6
3012
$2.52K ﹤0.01%
+63
3013
$2.51K ﹤0.01%
33
-41
3014
$2.5K ﹤0.01%
30
+12
3015
$2.5K ﹤0.01%
346
+146
3016
$2.48K ﹤0.01%
187
3017
$2.47K ﹤0.01%
389
-1,980
3018
$2.46K ﹤0.01%
180
+95
3019
$2.45K ﹤0.01%
+5,000
3020
$2.45K ﹤0.01%
155
3021
$2.45K ﹤0.01%
+174
3022
$2.44K ﹤0.01%
51
3023
$2.43K ﹤0.01%
10
-247
3024
– –
-118
3025
$2.42K ﹤0.01%
22
+7
119 120
121
122 123