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
401
$1.58M 0.05%
11,255
-983
402
$1.57M 0.05%
7,642
+224
403
$1.57M 0.05%
15,724
+1,615
404
$1.56M 0.05%
59,955
-705
405
$1.56M 0.05%
27,593
-3,963
406
$1.56M 0.05%
41,542
+16,040
407
$1.56M 0.05%
69,965
+3,063
408
$1.55M 0.05%
76,685
+1,792
409
$1.55M 0.05%
67,078
-7,090
410
$1.54M 0.05%
41,477
+7,785
411
$1.54M 0.05%
45,469
-24,292
412
$1.54M 0.05%
19,131
-228
413
$1.53M 0.05%
35,239
+3,663
414
$1.53M 0.05%
49,471
415
$1.53M 0.05%
+147,507
416
$1.51M 0.05%
3,481
+213
417
$1.51M 0.05%
10,510
-3,827
418
$1.51M 0.05%
29,963
+10,658
419
$1.51M 0.05%
32,582
-31,501
420
$1.5M 0.05%
71,997
-7,843
421
$1.49M 0.05%
63,593
+407
422
$1.48M 0.05%
9,931
-259
423
$1.48M 0.05%
83,406
+2,219
424
$1.48M 0.05%
22,038
-1,207
425
$1.47M 0.05%
31,767
+4,877
15 16
17
18 19