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
51
$11.5M 0.38%
165,631
+7,943
52
$11.3M 0.37%
88,632
+599
53
$11.2M 0.37%
48,398
+12,735
54
$10.9M 0.36%
480,549
+29,862
55
$10.8M 0.35%
13,991
+3,400
56
$10.6M 0.35%
44,143
-5,446
57
$10.4M 0.34%
53,058
+276
58
$10.2M 0.33%
233,991
-3,811
59
$10M 0.33%
177,532
+2,673
60
$9.65M 0.32%
224,608
+21,291
61
$9.59M 0.31%
272,529
+18,849
62
$9.48M 0.31%
125,392
-14,425
63
$9.47M 0.31%
82,238
+3,556
64
$8.99M 0.29%
98,824
+3,366
65
$8.79M 0.29%
51,909
+4,082
66
$8.63M 0.28%
51,499
+21,710
67
$8.58M 0.28%
137,760
+5,819
68
$8.56M 0.28%
355,759
+38,178
69
$8.39M 0.27%
28,923
+6,078
70
$8.32M 0.27%
15,789
-27
71
$8.25M 0.27%
73,520
-14,386
72
$8.24M 0.27%
65,037
+32,434
73
$8.21M 0.27%
16,227
+413
74
$8.12M 0.27%
169,897
+14,440
75
$8.11M 0.27%
168,295
+6,730
1 2
3
4 5