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
3026
$2.42K ﹤0.01%
15
+6
3027
$2.42K ﹤0.01%
+61
3028
$2.42K ﹤0.01%
156
3029
$2.42K ﹤0.01%
77
+30
3030
$2.42K ﹤0.01%
44
+9
3031
$2.4K ﹤0.01%
500
3032
$2.4K ﹤0.01%
151
+1
3033
$2.4K ﹤0.01%
180
3034
$2.39K ﹤0.01%
+63
3035
$2.38K ﹤0.01%
32
+3
3036
$2.38K ﹤0.01%
56
-7
3037
$2.37K ﹤0.01%
203
-16
3038
$2.37K ﹤0.01%
38
+14
3039
$2.37K ﹤0.01%
184
-34
3040
$2.36K ﹤0.01%
131
+2
3041
$2.36K ﹤0.01%
165
-74
3042
$2.36K ﹤0.01%
+82
3043
$2.36K ﹤0.01%
113
+40
3044
$2.34K ﹤0.01%
98
+3
3045
$2.34K ﹤0.01%
322
-66
3046
$2.32K ﹤0.01%
1,709
3047
$2.32K ﹤0.01%
38
+5
3048
$2.32K ﹤0.01%
26
+1
3049
$2.31K ﹤0.01%
297
+11
3050
$2.31K ﹤0.01%
229
-71
120 121
122
123 124