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
26
$19.2M 0.63%
380,780
+730
27
$18.7M 0.61%
173,490
+25,515
28
$18.7M 0.61%
20,355
+3,822
29
$18.6M 0.61%
245,686
-14,044
30
$18.3M 0.6%
166,649
+15,869
31
$16.5M 0.54%
178,415
+14,954
32
$14M 0.46%
270,889
+33,388
33
$14M 0.46%
298,482
+137,672
34
$13.9M 0.46%
48,001
-1,135
35
$13.9M 0.45%
265,972
+2,949
36
$13.8M 0.45%
62,640
+5,326
37
$13.8M 0.45%
352,593
+54
38
$13.3M 0.43%
22,625
+2,658
39
$13.2M 0.43%
570,450
+5,133
40
$13.1M 0.43%
182,150
+44,911
41
$12.6M 0.41%
343,309
-5,424
42
$12.6M 0.41%
70,552
+3,016
43
$12.4M 0.41%
51,358
+22,339
44
$12.4M 0.41%
634,469
+6,665
45
$12.4M 0.41%
39,284
+1,511
46
$12.3M 0.4%
159,527
+2,483
47
$12.2M 0.4%
254,214
-2,004
48
$11.9M 0.39%
87,550
+3,262
49
$11.5M 0.38%
60,367
+26,183
50
$11.5M 0.38%
29,452
+7,090
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