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
576
$819K 0.03%
12,066
+4,153
577
$814K 0.03%
7,161
+5,888
578
$808K 0.03%
2,239
+681
579
$804K 0.03%
2,684
+210
580
$803K 0.03%
23,366
+4,720
581
$799K 0.03%
30,285
+5,315
582
$798K 0.03%
4,366
+1,746
583
$791K 0.03%
2,206
-744
584
$789K 0.03%
2,485
+22
585
$789K 0.03%
10,177
+1,729
586
$787K 0.03%
13,858
+44
587
$783K 0.03%
28,440
+311
588
$782K 0.03%
11,939
+6,091
589
$782K 0.03%
18,630
+60
590
$780K 0.03%
15,342
+4,433
591
$779K 0.03%
31,020
+393
592
$773K 0.03%
7,086
-703
593
$773K 0.03%
5,433
+837
594
$770K 0.03%
14,876
+194
595
$768K 0.03%
8,882
+4,247
596
$758K 0.02%
11,311
+5,034
597
$758K 0.02%
1,669
+147
598
$755K 0.02%
16,270
+2,059
599
$755K 0.02%
2,905
-80
600
$752K 0.02%
14,745
+138
22 23
24
25 26