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
3251
$1.13K ﹤0.01%
74
-1,495
3252
$1.13K ﹤0.01%
+12
3253
$1.12K ﹤0.01%
158
+150
3254
$1.12K ﹤0.01%
+34
3255
$1.11K ﹤0.01%
+148
3256
$1.09K ﹤0.01%
+20
3257
$1.09K ﹤0.01%
118
+18
3258
$1.08K ﹤0.01%
26
-55
3259
$1.07K ﹤0.01%
+44
3260
$1.06K ﹤0.01%
12
-8
3261
$1.06K ﹤0.01%
13
+2
3262
$1.05K ﹤0.01%
41
-5
3263
$1.05K ﹤0.01%
25
3264
$1.05K ﹤0.01%
45
-1,045
3265
$1.04K ﹤0.01%
8
+2
3266
$1.04K ﹤0.01%
+287
3267
$1.03K ﹤0.01%
+39
3268
$1.03K ﹤0.01%
+65
3269
$1.03K ﹤0.01%
+180
3270
$1.03K ﹤0.01%
+6
3271
$1.02K ﹤0.01%
56
+2
3272
– –
0
3273
$1.01K ﹤0.01%
13
+3
3274
$1.01K ﹤0.01%
625
-75
3275
$1.01K ﹤0.01%
32
-2
129 130
131
132 133