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
3076
$2.14K ﹤0.01%
+45
3077
$2.14K ﹤0.01%
+48
3078
$2.13K ﹤0.01%
+11
3079
$2.13K ﹤0.01%
318
+18
3080
$2.13K ﹤0.01%
126
-17
3081
$2.13K ﹤0.01%
+23
3082
$2.12K ﹤0.01%
361
+340
3083
$2.11K ﹤0.01%
41
3084
$2.11K ﹤0.01%
16
+9
3085
$2.1K ﹤0.01%
479
-21
3086
$2.09K ﹤0.01%
+60
3087
$2.08K ﹤0.01%
+82
3088
$2.08K ﹤0.01%
32
+1
3089
$2.08K ﹤0.01%
11
+3
3090
$2.08K ﹤0.01%
+1,000
3091
$2.07K ﹤0.01%
213
-7
3092
$2.07K ﹤0.01%
300
3093
$2.06K ﹤0.01%
36
-984
3094
$2.06K ﹤0.01%
111
-14
3095
$2.05K ﹤0.01%
46
-99
3096
$2.05K ﹤0.01%
+44
3097
$2.04K ﹤0.01%
+41
3098
$2.04K ﹤0.01%
685
-740
3099
$2.03K ﹤0.01%
13
+1
3100
$2.03K ﹤0.01%
18
+1
122 123
124
125 126