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
3201
$1.43K ﹤0.01%
30
-1,736
3202
$1.42K ﹤0.01%
72
-57
3203
$1.42K ﹤0.01%
226
-15
3204
$1.41K ﹤0.01%
44
-1,474
3205
$1.41K ﹤0.01%
46
-2,517
3206
$1.4K ﹤0.01%
+41
3207
$1.4K ﹤0.01%
53
+8
3208
$1.4K ﹤0.01%
103
+8
3209
– –
-2
3210
$1.39K ﹤0.01%
151
+1
3211
$1.37K ﹤0.01%
+92
3212
$1.36K ﹤0.01%
13
+2
3213
$1.36K ﹤0.01%
158
-15
3214
$1.35K ﹤0.01%
230
3215
$1.35K ﹤0.01%
+25
3216
$1.35K ﹤0.01%
+32
3217
$1.35K ﹤0.01%
59
3218
$1.34K ﹤0.01%
43
3219
$1.34K ﹤0.01%
330
3220
– –
0
3221
$1.3K ﹤0.01%
44
3222
$1.3K ﹤0.01%
69
-50
3223
$1.29K ﹤0.01%
500
3224
$1.29K ﹤0.01%
+65
3225
$1.28K ﹤0.01%
36,775
+2,058
127 128
129
130 131