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
326
$2.11M 0.07%
18,622
+2,860
327
$2.09M 0.07%
52,699
+17,523
328
$2.08M 0.07%
27,243
+24,586
329
$2.08M 0.07%
34,477
+9,061
330
$2.07M 0.07%
1,949
+206
331
$2.06M 0.07%
88,142
+632
332
$2.05M 0.07%
103,464
+6,310
333
$2.04M 0.07%
3,920
+288
334
$2.03M 0.07%
78,543
+13,093
335
$2.02M 0.07%
45,551
+32,505
336
$2.02M 0.07%
2,915
+483
337
$2.01M 0.07%
12,187
-3,155
338
$2.01M 0.07%
1,956
+309
339
$2.01M 0.07%
94,020
+2,726
340
$2M 0.07%
26,691
+390
341
$1.99M 0.07%
63,374
+47,013
342
$1.96M 0.06%
172,180
+168,022
343
$1.93M 0.06%
9,542
+1,360
344
$1.91M 0.06%
6,773
+652
345
$1.9M 0.06%
46,235
+1,100
346
$1.86M 0.06%
38,408
+13,769
347
$1.85M 0.06%
83,628
-1,616
348
$1.84M 0.06%
66,136
+1,258
349
$1.83M 0.06%
8,075
+3,570
350
$1.83M 0.06%
9,922
-18,983
12 13
14
15 16