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
426
$1.47M 0.05%
38,253
+20,237
427
$1.47M 0.05%
17,341
+2,171
428
$1.46M 0.05%
7,737
+2,428
429
$1.45M 0.05%
25,067
+1,671
430
$1.45M 0.05%
7,923
-2,464
431
$1.44M 0.05%
57,366
-5,687
432
$1.44M 0.05%
19,018
+14,752
433
$1.44M 0.05%
4,836
-3,156
434
$1.43M 0.05%
59,068
-541
435
$1.42M 0.05%
3,066
+2,110
436
$1.42M 0.05%
7,536
+7,098
437
$1.41M 0.05%
3,576
+164
438
$1.38M 0.05%
27,456
-3,880
439
$1.38M 0.05%
4,943
+193
440
$1.38M 0.05%
11,146
+5,350
441
$1.38M 0.05%
+53,118
442
$1.37M 0.04%
2,407
+1,085
443
$1.37M 0.04%
9,582
-6,827
444
$1.36M 0.04%
41,611
+22,770
445
$1.35M 0.04%
9,097
-237
446
$1.35M 0.04%
57,483
+56,235
447
$1.35M 0.04%
35,874
-1,197
448
$1.33M 0.04%
25,095
-9,710
449
$1.33M 0.04%
3,183
+83
450
$1.33M 0.04%
61,883
+31,557
16 17
18
19 20