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
826
$391K 0.01%
+3,829
827
$390K 0.01%
20,768
-1,745
828
$390K 0.01%
8,824
-768
829
$390K 0.01%
1,151
+30
830
$389K 0.01%
4,317
+1,747
831
$389K 0.01%
7,181
+1,885
832
$388K 0.01%
3,925
+115
833
$387K 0.01%
5,465
+1,525
834
$386K 0.01%
12,632
+6,318
835
$386K 0.01%
25,504
+38
836
$385K 0.01%
6,443
+972
837
$384K 0.01%
19,704
+9,852
838
$382K 0.01%
3,269
-127
839
$381K 0.01%
5,646
+43
840
$380K 0.01%
1,632
+574
841
$379K 0.01%
4,736
842
$379K 0.01%
11,026
+785
843
$378K 0.01%
1,252
-133
844
$378K 0.01%
12,219
-3,364
845
$378K 0.01%
8,155
-6,152
846
$378K 0.01%
2,093
+671
847
$378K 0.01%
1,797
+2
848
$378K 0.01%
3,256
+235
849
$377K 0.01%
3,063
-198
850
$375K 0.01%
7,311
+3,024
32 33
34
35 36