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
3051
$2.31K ﹤0.01%
158
+22
3052
$2.29K ﹤0.01%
92
+1
3053
$2.29K ﹤0.01%
30
+8
3054
$2.29K ﹤0.01%
2,504
+4
3055
$2.29K ﹤0.01%
97
+25
3056
$2.29K ﹤0.01%
65
-1
3057
$2.27K ﹤0.01%
56
-41
3058
$2.26K ﹤0.01%
60
3059
$2.26K ﹤0.01%
53
+3
3060
$2.26K ﹤0.01%
131
+63
3061
$2.25K ﹤0.01%
860
-365
3062
$2.25K ﹤0.01%
72
3063
$2.25K ﹤0.01%
153
-13
3064
$2.25K ﹤0.01%
1,431
+5
3065
$2.24K ﹤0.01%
113
+13
3066
$2.23K ﹤0.01%
80
3067
$2.23K ﹤0.01%
90
+9
3068
$2.22K ﹤0.01%
214
3069
$2.21K ﹤0.01%
50
-7
3070
$2.2K ﹤0.01%
50
3071
$2.18K ﹤0.01%
87
-13
3072
$2.18K ﹤0.01%
55
-1,922
3073
$2.17K ﹤0.01%
+139
3074
$2.17K ﹤0.01%
111
3075
$2.15K ﹤0.01%
+103
121 122
123
124 125