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
776
$446K 0.01%
4,062
+474
777
$446K 0.01%
3,103
+15
778
$445K 0.01%
18,562
+5,235
779
$444K 0.01%
8,712
+1
780
$444K 0.01%
4,058
-5,812
781
$440K 0.01%
10,332
+10
782
$440K 0.01%
5,540
+1,014
783
$436K 0.01%
15,854
-4,126
784
$436K 0.01%
2,091
+223
785
$436K 0.01%
+31,777
786
$435K 0.01%
1,179
+22
787
$434K 0.01%
23,813
-4,310
788
$434K 0.01%
14,872
+11,387
789
$433K 0.01%
11,972
+934
790
$429K 0.01%
10,816
-211
791
$429K 0.01%
3,792
+119
792
$428K 0.01%
2,403
+569
793
$428K 0.01%
1,583
+24
794
$428K 0.01%
22,872
+49
795
$427K 0.01%
4,818
+737
796
$427K 0.01%
40,003
+3
797
$426K 0.01%
7,975
+1,837
798
$425K 0.01%
5,258
+271
799
$423K 0.01%
6,783
+5,968
800
$422K 0.01%
4,344
-825
30 31
32
33 34