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
351
$1.81M 0.06%
46,430
+600
352
$1.81M 0.06%
6,857
+4,147
353
$1.81M 0.06%
23,197
+21,313
354
$1.81M 0.06%
26,672
-2,849
355
$1.8M 0.06%
90,865
+42,174
356
$1.79M 0.06%
34,368
+224
357
$1.79M 0.06%
34,917
-29,267
358
$1.78M 0.06%
43,917
-11,737
359
$1.76M 0.06%
7,080
+5,300
360
$1.75M 0.06%
13,241
+1,536
361
$1.74M 0.06%
8,266
+1,068
362
$1.74M 0.06%
9,847
-4,896
363
$1.72M 0.06%
70,880
+11,149
364
$1.72M 0.06%
16,499
-7,444
365
$1.72M 0.06%
26,398
+98
366
$1.72M 0.06%
57,773
+5,193
367
$1.71M 0.06%
32,727
+2,823
368
$1.7M 0.06%
10,244
+7,204
369
$1.7M 0.06%
26,377
+118
370
$1.7M 0.06%
42,124
+21,825
371
$1.69M 0.06%
42,027
+25
372
$1.69M 0.06%
85,287
-1,985
373
$1.68M 0.06%
13,330
+420
374
$1.68M 0.06%
72,443
-1,536
375
$1.68M 0.06%
82,165
+3,101
13 14
15
16 17