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
651
$643K 0.02%
3,735
+159
652
$640K 0.02%
20,353
+3,985
653
$636K 0.02%
4,702
+805
654
$632K 0.02%
25,606
655
$630K 0.02%
25,057
+1,517
656
$626K 0.02%
8,938
-26
657
$625K 0.02%
2,106
-50
658
$624K 0.02%
58,714
+32,592
659
$624K 0.02%
4,525
+564
660
$621K 0.02%
10,074
+5
661
$617K 0.02%
3,757
+1,360
662
$615K 0.02%
22,466
-285
663
$614K 0.02%
4,526
+555
664
$613K 0.02%
12,164
-9,848
665
$610K 0.02%
29,993
+4,231
666
$610K 0.02%
9,911
+521
667
$608K 0.02%
12,242
+4,593
668
$603K 0.02%
11,521
+1,388
669
$600K 0.02%
7,133
+192
670
$599K 0.02%
14,065
-3,290
671
$598K 0.02%
20,309
-1,100
672
$596K 0.02%
+14,241
673
$596K 0.02%
9,341
+1,287
674
$596K 0.02%
8,231
-668
675
$595K 0.02%
6,416
-12,437
25 26
27
28 29