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
476
$1.23M 0.04%
13,330
+7,919
477
$1.23M 0.04%
43,900
+8,763
478
$1.23M 0.04%
18,527
+460
479
$1.22M 0.04%
12,978
+1,250
480
$1.21M 0.04%
11,971
+49
481
$1.2M 0.04%
9,331
+6,421
482
$1.19M 0.04%
3,417
+390
483
$1.18M 0.04%
9,656
-76
484
$1.18M 0.04%
10,044
+4,104
485
$1.18M 0.04%
18,587
-343
486
$1.18M 0.04%
107,017
-3,047
487
$1.17M 0.04%
20,602
+1,012
488
$1.16M 0.04%
4,586
+1,834
489
$1.16M 0.04%
14,020
+896
490
$1.15M 0.04%
4,808
+478
491
$1.15M 0.04%
52,928
+10,256
492
$1.15M 0.04%
19,702
+15,716
493
$1.14M 0.04%
46,985
+451
494
$1.14M 0.04%
60,205
-6,280
495
$1.13M 0.04%
2,174
+13
496
$1.13M 0.04%
6,831
+3,461
497
$1.13M 0.04%
43,703
-24,330
498
$1.12M 0.04%
55,791
+624
499
$1.12M 0.04%
11,705
+3,381
500
$1.11M 0.04%
2,756
+909
18 19
20
21 22