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
726
$511K 0.02%
9,670
+119
727
$510K 0.02%
16,020
728
$507K 0.02%
965
+27
729
$507K 0.02%
1,201
-44
730
$506K 0.02%
18,618
+16,612
731
$506K 0.02%
4,321
+63
732
$505K 0.02%
5,558
+39
733
$502K 0.02%
2,162
+1,290
734
$499K 0.02%
1,740
-3
735
$499K 0.02%
15,682
-467
736
$498K 0.02%
4,633
-761
737
$498K 0.02%
13,972
+673
738
$498K 0.02%
19,320
739
$497K 0.02%
+20,156
740
$496K 0.02%
27,739
+2,434
741
$493K 0.02%
7,814
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742
$492K 0.02%
37,689
-39
743
$490K 0.02%
861
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744
$490K 0.02%
10,638
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745
$490K 0.02%
16,316
+14,816
746
$489K 0.02%
4,624
+1,058
747
$489K 0.02%
14,886
-15
748
$488K 0.02%
3,336
-255
749
$485K 0.02%
8,949
+2,859
750
$485K 0.02%
9,672
+2,026
28 29
30
31 32