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
801
$422K 0.01%
7,989
+948
802
$421K 0.01%
16,400
803
$421K 0.01%
8,792
+1,736
804
$420K 0.01%
5,538
+1,359
805
$419K 0.01%
12,392
+6,578
806
$416K 0.01%
3,639
+75
807
$416K 0.01%
6,853
-49
808
$415K 0.01%
16,224
+4,888
809
$413K 0.01%
2,661
-1,342
810
$413K 0.01%
1,427
-108
811
$412K 0.01%
2,194
-4,629
812
$412K 0.01%
32,123
+7,817
813
$412K 0.01%
17,104
+3,972
814
$410K 0.01%
1,810
+927
815
$409K 0.01%
5,728
-10
816
$403K 0.01%
380
-1,037
817
$401K 0.01%
1,624
+376
818
$400K 0.01%
2,311
+269
819
$399K 0.01%
5,196
+1,547
820
$399K 0.01%
4,777
+2,348
821
$399K 0.01%
5,827
-117
822
$398K 0.01%
2,139
+137
823
$395K 0.01%
17,315
-1,169
824
$394K 0.01%
641
+26
825
$393K 0.01%
10,162
+145
31 32
33
34 35