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
551
$894K 0.03%
11,806
+1,789
552
$890K 0.03%
+28,227
553
$886K 0.03%
1,487
-15
554
$883K 0.03%
21,386
+2,041
555
$877K 0.03%
13,972
-146
556
$872K 0.03%
27,003
+17,937
557
$860K 0.03%
7,777
+4,449
558
$858K 0.03%
8,622
+78
559
$857K 0.03%
32,101
-6,872
560
$853K 0.03%
33,515
-440
561
$852K 0.03%
79,107
-4,705
562
$847K 0.03%
15,901
+11,747
563
$844K 0.03%
1,212
+108
564
$843K 0.03%
31,679
-278
565
$841K 0.03%
33,465
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566
$838K 0.03%
27,476
-9,314
567
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6,851
-92
568
$832K 0.03%
28,273
+10,739
569
$831K 0.03%
257
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570
$828K 0.03%
5,053
+3,098
571
$825K 0.03%
23,388
+236
572
$824K 0.03%
13,358
+71
573
$823K 0.03%
7,218
+38
574
$821K 0.03%
3,153
575
$820K 0.03%
1,729
-8
21 22
23
24 25