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
901
$332K 0.01%
13,668
-5,169
902
$332K 0.01%
3,906
+1,334
903
$331K 0.01%
1,342
+499
904
$328K 0.01%
1,550
+357
905
$326K 0.01%
+16,000
906
$324K 0.01%
6,226
+2,780
907
$324K 0.01%
6,299
+938
908
$323K 0.01%
13,183
+13
909
$323K 0.01%
5,579
+340
910
$323K 0.01%
11,605
+21
911
$321K 0.01%
1,263
+670
912
$321K 0.01%
16,441
-329
913
$320K 0.01%
10,026
+9,610
914
$319K 0.01%
2,701
+690
915
$318K 0.01%
2,708
+518
916
$317K 0.01%
1,544
-185
917
$317K 0.01%
9,295
+712
918
$316K 0.01%
1,015
+82
919
$316K 0.01%
1,164
+77
920
$314K 0.01%
78,440
-749
921
$312K 0.01%
3,790
+246
922
$312K 0.01%
10,107
+2,723
923
$312K 0.01%
5,423
-727
924
$308K 0.01%
13,121
-1,821
925
$308K 0.01%
45,124
+1,196
35 36
37
38 39