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
601
$752K 0.02%
4,869
+155
602
$751K 0.02%
19,811
+11,709
603
$745K 0.02%
17,557
-491
604
$745K 0.02%
75,225
+4,295
605
$744K 0.02%
22,873
+304
606
$743K 0.02%
7,388
+4,715
607
$737K 0.02%
29,270
+2,155
608
$735K 0.02%
8,201
+3,696
609
$733K 0.02%
4,516
+653
610
$731K 0.02%
5,673
+279
611
$724K 0.02%
8,105
+1,200
612
$724K 0.02%
14,954
-777
613
$717K 0.02%
3,110
-1,346
614
$711K 0.02%
13,969
-2,832
615
$707K 0.02%
14,186
-9,019
616
$707K 0.02%
14,123
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617
$705K 0.02%
14,241
-9,156
618
$703K 0.02%
20,600
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619
$700K 0.02%
5,021
+186
620
$700K 0.02%
10,678
-2,490
621
$699K 0.02%
5,594
+139
622
$697K 0.02%
11,617
-7
623
$697K 0.02%
6,315
+801
624
$695K 0.02%
7,859
+5,372
625
$694K 0.02%
18,193
-1,204
23 24
25
26 27