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
3226
$1.28K ﹤0.01%
161
-4
3227
$1.27K ﹤0.01%
12
-488
3228
$1.27K ﹤0.01%
1,000
3229
$1.27K ﹤0.01%
+12
3230
$1.26K ﹤0.01%
19
-23
3231
$1.26K ﹤0.01%
45
3232
$1.26K ﹤0.01%
130
3233
– –
0
3234
– –
0
3235
$1.23K ﹤0.01%
110
-1,363
3236
$1.22K ﹤0.01%
21
3237
$1.22K ﹤0.01%
43
+8
3238
$1.22K ﹤0.01%
57
3239
$1.21K ﹤0.01%
500
3240
$1.2K ﹤0.01%
+54
3241
$1.19K ﹤0.01%
101
3242
$1.19K ﹤0.01%
+47
3243
$1.19K ﹤0.01%
+175
3244
$1.19K ﹤0.01%
+76
3245
$1.18K ﹤0.01%
+114
3246
$1.17K ﹤0.01%
26
+7
3247
$1.17K ﹤0.01%
60
3248
$1.14K ﹤0.01%
+75
3249
$1.14K ﹤0.01%
35
-4
3250
$1.13K ﹤0.01%
+14
128 129
130
131 132