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
3101
$2.03K ﹤0.01%
57
+19
3102
$2.02K ﹤0.01%
+118
3103
– –
0
3104
$2K ﹤0.01%
+230
3105
$2K ﹤0.01%
178
+38
3106
$1.98K ﹤0.01%
9
+3
3107
$1.98K ﹤0.01%
71
3108
$1.96K ﹤0.01%
36
+2
3109
$1.95K ﹤0.01%
+16
3110
$1.95K ﹤0.01%
69
+19
3111
– –
0
3112
$1.94K ﹤0.01%
20
+1
3113
$1.92K ﹤0.01%
58
-7
3114
$1.92K ﹤0.01%
+434
3115
$1.92K ﹤0.01%
51
+2
3116
$1.91K ﹤0.01%
9
+2
3117
$1.9K ﹤0.01%
8
-1
3118
$1.89K ﹤0.01%
37
+2
3119
$1.89K ﹤0.01%
31
3120
$1.89K ﹤0.01%
+81
3121
$1.88K ﹤0.01%
29
-16
3122
$1.88K ﹤0.01%
125
3123
$1.87K ﹤0.01%
61
+1
3124
$1.87K ﹤0.01%
26
-16
3125
$1.87K ﹤0.01%
28
-4
123 124
125
126 127