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
3126
$1.86K ﹤0.01%
10
-12
3127
– –
0
3128
$1.86K ﹤0.01%
219
+19
3129
$1.85K ﹤0.01%
1,333
3130
$1.84K ﹤0.01%
27
3131
$1.83K ﹤0.01%
310
+60
3132
$1.83K ﹤0.01%
+132
3133
$1.82K ﹤0.01%
44
3134
$1.81K ﹤0.01%
111
-1,850
3135
$1.81K ﹤0.01%
219
+65
3136
$1.8K ﹤0.01%
140
-736
3137
$1.8K ﹤0.01%
11
-5
3138
$1.8K ﹤0.01%
20
-559
3139
$1.79K ﹤0.01%
+54
3140
$1.79K ﹤0.01%
64
3141
$1.78K ﹤0.01%
138
-7
3142
$1.78K ﹤0.01%
37
+6
3143
$1.77K ﹤0.01%
68
3144
$1.76K ﹤0.01%
57
+4
3145
$1.76K ﹤0.01%
+200
3146
$1.76K ﹤0.01%
32
-53
3147
$1.75K ﹤0.01%
88
+15
3148
$1.75K ﹤0.01%
106
+6
3149
$1.74K ﹤0.01%
35
-8
3150
$1.74K ﹤0.01%
1
-5
124 125
126
127 128