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
301
$2.32M 0.08%
6,979
-1,870
302
$2.3M 0.08%
21,735
-84
303
$2.3M 0.08%
108,018
-697
304
$2.29M 0.08%
119,375
-2,086
305
$2.29M 0.07%
66,844
-12,423
306
$2.29M 0.07%
64,788
+2,147
307
$2.28M 0.07%
69,448
+6,466
308
$2.27M 0.07%
45,886
-27,691
309
$2.27M 0.07%
90,882
+8,243
310
$2.25M 0.07%
64,209
+62,563
311
$2.24M 0.07%
48,096
+177
312
$2.22M 0.07%
39,328
+2,628
313
$2.22M 0.07%
20,411
+404
314
$2.22M 0.07%
44,398
+4,195
315
$2.21M 0.07%
39,383
+39,067
316
$2.21M 0.07%
21,640
-1,221
317
$2.21M 0.07%
119,706
+17,171
318
$2.2M 0.07%
43,456
+282
319
$2.2M 0.07%
12,992
+6,021
320
$2.18M 0.07%
63,106
+9,666
321
$2.16M 0.07%
45,315
+9,437
322
$2.14M 0.07%
49,616
+45,692
323
$2.14M 0.07%
57,505
+4,649
324
$2.13M 0.07%
139,713
+13,986
325
$2.12M 0.07%
16,018
+11,266
11 12
13
14 15