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
751
$484K 0.02%
5,708
-1,234
752
$482K 0.02%
6,132
+251
753
$480K 0.02%
13,059
+2,499
754
$480K 0.02%
9,805
-9
755
$478K 0.02%
14,745
+966
756
$478K 0.02%
1,305
+510
757
$476K 0.02%
12,924
-16,300
758
$475K 0.02%
823
+16
759
$474K 0.02%
9,130
+1,645
760
$474K 0.02%
10,319
+603
761
$469K 0.02%
8,218
-57
762
$469K 0.02%
21,429
+1,646
763
$468K 0.02%
+18,750
764
$467K 0.02%
4,067
+1,296
765
$464K 0.02%
4,413
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766
$463K 0.02%
1,839
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767
$460K 0.02%
23,330
-63
768
$459K 0.02%
486
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769
$455K 0.01%
3,874
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770
$454K 0.01%
5,968
-2
771
$454K 0.01%
5,352
+5,047
772
$451K 0.01%
10,345
+1
773
$450K 0.01%
4,963
-439
774
$448K 0.01%
4,023
775
$447K 0.01%
5,572
-14,479
29 30
31
32 33