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
851
$375K 0.01%
4,415
-585
852
$375K 0.01%
8,935
+5,761
853
$374K 0.01%
3,339
+83
854
$373K 0.01%
903
+31
855
$373K 0.01%
7,470
-261
856
$373K 0.01%
9,037
857
$372K 0.01%
20,134
+504
858
$371K 0.01%
2,826
-1,285
859
$371K 0.01%
4,269
-3,508
860
$369K 0.01%
201,585
+38,984
861
$369K 0.01%
14,350
862
$369K 0.01%
10,002
+762
863
$368K 0.01%
4,709
+266
864
$368K 0.01%
13,305
+95
865
$367K 0.01%
12,664
+4,369
866
$366K 0.01%
4,784
+1,478
867
$366K 0.01%
10,135
+864
868
$363K 0.01%
7,068
+616
869
$363K 0.01%
14,460
+3,316
870
$361K 0.01%
73
+10
871
$360K 0.01%
9,597
-252
872
$358K 0.01%
12,334
-8,127
873
$357K 0.01%
17,147
+11,872
874
$357K 0.01%
8,220
+1,211
875
$355K 0.01%
5,431
-161
33 34
35
36 37