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
626
$693K 0.02%
28,531
-1,021
627
$692K 0.02%
8,014
628
$690K 0.02%
7,740
+2,108
629
$687K 0.02%
14,611
+14,516
630
$687K 0.02%
23,559
+7,806
631
$681K 0.02%
+1
632
$681K 0.02%
5,783
+1,307
633
$676K 0.02%
19,823
-497
634
$673K 0.02%
5,638
+1,722
635
$671K 0.02%
25,958
+63
636
$671K 0.02%
6,069
+285
637
$669K 0.02%
3,566
+173
638
$666K 0.02%
13,172
+5,779
639
$664K 0.02%
9,493
-746
640
$662K 0.02%
25,269
+17,411
641
$660K 0.02%
3,128
+1,065
642
$660K 0.02%
63,689
+20,385
643
$658K 0.02%
10,396
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644
$657K 0.02%
17,688
+2,175
645
$656K 0.02%
30,438
+28,988
646
$653K 0.02%
12,318
+8,517
647
$651K 0.02%
13,604
+1,760
648
$648K 0.02%
4,459
+1,529
649
$648K 0.02%
25,406
-535
650
$647K 0.02%
2,507
+883
24 25
26
27 28