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
3176
$1.55K ﹤0.01%
165
3177
$1.55K ﹤0.01%
202
-13
3178
$1.55K ﹤0.01%
267
3179
$1.54K ﹤0.01%
221
+21
3180
$1.53K ﹤0.01%
+58
3181
$1.52K ﹤0.01%
+132
3182
$1.51K ﹤0.01%
395
3183
$1.5K ﹤0.01%
+87
3184
$1.5K ﹤0.01%
45
-363
3185
$1.5K ﹤0.01%
200
3186
$1.5K ﹤0.01%
45
3187
$1.5K ﹤0.01%
46
-10
3188
$1.49K ﹤0.01%
28
-6
3189
$1.48K ﹤0.01%
+8
3190
$1.48K ﹤0.01%
34
+25
3191
$1.48K ﹤0.01%
77
-5
3192
$1.48K ﹤0.01%
13
3193
$1.46K ﹤0.01%
+53
3194
$1.46K ﹤0.01%
36
+6
3195
$1.46K ﹤0.01%
+5
3196
$1.46K ﹤0.01%
48
+1
3197
$1.44K ﹤0.01%
102
3198
$1.43K ﹤0.01%
33
+13
3199
$1.43K ﹤0.01%
1,000
3200
$1.43K ﹤0.01%
31
-5
126 127
128
129 130