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
376
$1.68M 0.06%
14,093
-584
377
$1.66M 0.05%
71,682
-1,826
378
$1.65M 0.05%
36,255
-118
379
$1.65M 0.05%
8,142
-97
380
$1.65M 0.05%
12,477
+954
381
$1.64M 0.05%
48,641
+187
382
$1.64M 0.05%
10,033
+1,158
383
$1.63M 0.05%
21,963
+78
384
$1.62M 0.05%
+59,729
385
$1.62M 0.05%
69,675
-1,874
386
$1.61M 0.05%
7,176
+1,071
387
$1.61M 0.05%
13,121
+528
388
$1.6M 0.05%
41,675
389
$1.6M 0.05%
68,864
-3,972
390
$1.6M 0.05%
15,038
+3,236
391
$1.6M 0.05%
19,036
+9,227
392
$1.6M 0.05%
6,951
+197
393
$1.59M 0.05%
103,561
-7,386
394
$1.59M 0.05%
24,217
+3,210
395
$1.59M 0.05%
20,100
+1,110
396
$1.59M 0.05%
6,102
+357
397
$1.59M 0.05%
4,835
+675
398
$1.59M 0.05%
57,973
-479
399
$1.58M 0.05%
42,222
+1,645
400
$1.58M 0.05%
7,432
+4,468
14 15
16
17 18