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
501
$1.11M 0.04%
3,978
+1,738
502
$1.1M 0.04%
9,833
+509
503
$1.1M 0.04%
23,763
+14
504
$1.09M 0.04%
5,091
+812
505
$1.09M 0.04%
12,166
-3,006
506
$1.08M 0.04%
25,095
+7,289
507
$1.07M 0.04%
2,291
+2,040
508
$1.07M 0.04%
10,276
+566
509
$1.06M 0.03%
13,898
+2,620
510
$1.05M 0.03%
3,808
+1,965
511
$1.05M 0.03%
3,615
+153
512
$1.05M 0.03%
25,064
+1,760
513
$1.05M 0.03%
19,322
+8,004
514
$1.04M 0.03%
12,220
+4,370
515
$1.03M 0.03%
6,397
+2,043
516
$1.03M 0.03%
2,783
+85
517
$1.03M 0.03%
17,010
+1,408
518
$1.02M 0.03%
28,606
+1,805
519
$1.02M 0.03%
20,076
-502
520
$1.01M 0.03%
16,983
-943
521
$1.01M 0.03%
+23,980
522
$1.01M 0.03%
7,016
+2,566
523
$1M 0.03%
3,946
+20
524
$1M 0.03%
7,933
+5,791
525
$1,000K 0.03%
3,940
-4,098
19 20
21
22 23