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
3151
$1.73K ﹤0.01%
261
3152
$1.72K ﹤0.01%
+24
3153
$1.71K ﹤0.01%
69
+2
3154
$1.71K ﹤0.01%
+11
3155
– –
0
3156
$1.7K ﹤0.01%
+12
3157
– –
0
3158
$1.67K ﹤0.01%
26
-72
3159
$1.66K ﹤0.01%
+238
3160
– –
0
3161
– –
-8
3162
$1.65K ﹤0.01%
35
3163
$1.64K ﹤0.01%
2,192
3164
$1.64K ﹤0.01%
52
3165
$1.63K ﹤0.01%
3,023
3166
$1.61K ﹤0.01%
351
3167
$1.6K ﹤0.01%
105
+5
3168
$1.59K ﹤0.01%
+75
3169
$1.59K ﹤0.01%
+64
3170
$1.58K ﹤0.01%
1,000
3171
$1.58K ﹤0.01%
48
3172
$1.57K ﹤0.01%
100
3173
$1.57K ﹤0.01%
500
-5,000
3174
$1.57K ﹤0.01%
20
+11
3175
$1.56K ﹤0.01%
112
-288
125 126
127
128 129