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
876
$355K 0.01%
7,842
+2,861
877
$354K 0.01%
13,516
878
$353K 0.01%
9,810
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879
$352K 0.01%
21,819
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880
$350K 0.01%
+10,000
881
$349K 0.01%
7,975
+2,210
882
$349K 0.01%
5,961
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883
$348K 0.01%
2,870
+148
884
$347K 0.01%
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885
$346K 0.01%
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886
$346K 0.01%
7,073
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887
$345K 0.01%
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888
$345K 0.01%
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889
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890
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1,488
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$336K 0.01%
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$335K 0.01%
31,985
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899
$335K 0.01%
10,426
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900
$333K 0.01%
17,637
-435
34 35
36
37 38