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
451
$1.32M 0.04%
35,434
+6,103
452
$1.32M 0.04%
26,739
+3,917
453
$1.31M 0.04%
60,402
+354
454
$1.31M 0.04%
12,303
-910
455
$1.31M 0.04%
25,878
+19,187
456
$1.3M 0.04%
24,971
-1,231
457
$1.3M 0.04%
20,246
+2,068
458
$1.3M 0.04%
23,662
+3,553
459
$1.29M 0.04%
34,829
-15,223
460
$1.28M 0.04%
31,628
-10,846
461
$1.26M 0.04%
41,831
+16,921
462
$1.26M 0.04%
26,189
+2,091
463
$1.25M 0.04%
33,116
+24,463
464
$1.25M 0.04%
12,636
+1,645
465
$1.25M 0.04%
52,922
+3,338
466
$1.25M 0.04%
57,923
-5,225
467
$1.25M 0.04%
64,268
+207
468
$1.25M 0.04%
5,653
-5
469
$1.25M 0.04%
15,234
+5,679
470
$1.24M 0.04%
2,071
+85
471
$1.24M 0.04%
7,181
+4,708
472
$1.24M 0.04%
25,623
+1,521
473
$1.24M 0.04%
23,918
+1,962
474
$1.23M 0.04%
30,496
+1,736
475
$1.23M 0.04%
30,680
-631
17 18
19
20 21