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
526
$996K 0.03%
12,558
-4,093
527
$994K 0.03%
11,558
+594
528
$993K 0.03%
27,061
-5,355
529
$993K 0.03%
48,286
530
$991K 0.03%
12,091
+1,083
531
$986K 0.03%
44,755
+2,800
532
$982K 0.03%
9,678
-74
533
$981K 0.03%
8,453
-631
534
$975K 0.03%
19,192
+15,140
535
$973K 0.03%
1,826
-12
536
$972K 0.03%
13,043
+10,950
537
$971K 0.03%
7,723
-1,038
538
$965K 0.03%
9,967
+2,506
539
$961K 0.03%
6,956
-40
540
$961K 0.03%
21,413
+10,222
541
$952K 0.03%
7,884
-16,241
542
$950K 0.03%
15,167
+713
543
$940K 0.03%
36,074
-4,387
544
$937K 0.03%
7,248
+19
545
$934K 0.03%
30,674
+30,158
546
$933K 0.03%
10,813
+281
547
$929K 0.03%
28,781
+11,080
548
$925K 0.03%
7,029
+363
549
$900K 0.03%
4,664
+597
550
$898K 0.03%
6,365
+712
20 21
22
23 24