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
701
$549K 0.02%
21,889
702
$549K 0.02%
19,812
+657
703
$545K 0.02%
2,942
-118
704
$543K 0.02%
273
-18
705
$542K 0.02%
26,887
-128
706
$537K 0.02%
2,403
-32
707
$537K 0.02%
4,654
+1,125
708
$534K 0.02%
21,722
+8,762
709
$534K 0.02%
21,120
+8,326
710
$534K 0.02%
12,396
+115
711
$533K 0.02%
14,250
-100
712
$533K 0.02%
3,031
-232
713
$532K 0.02%
26,818
+1,941
714
$527K 0.02%
8,619
-11,539
715
$526K 0.02%
+21,442
716
$525K 0.02%
2,469
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717
$524K 0.02%
12,583
-48
718
$523K 0.02%
8,645
-14,838
719
$521K 0.02%
1,610
-285
720
$520K 0.02%
1,069
-51
721
$520K 0.02%
10,606
+96
722
$518K 0.02%
22,279
+1,455
723
$518K 0.02%
13,153
+637
724
$513K 0.02%
5,121
+3,425
725
$512K 0.02%
17,870
+7,169
27 28
29
30 31