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
926
$307K 0.01%
2,174
-20
927
$307K 0.01%
5,838
+827
928
$307K 0.01%
6,433
+153
929
$306K 0.01%
5,235
+371
930
$306K 0.01%
7,128
931
$306K 0.01%
+10,000
932
$305K 0.01%
6,094
+197
933
$305K 0.01%
10,308
-35
934
$304K 0.01%
7,297
-1,279
935
$304K 0.01%
3,727
+723
936
$304K 0.01%
2,775
+144
937
$303K 0.01%
1,882
-107
938
$303K 0.01%
7,454
+1,913
939
$303K 0.01%
239
+32
940
$302K 0.01%
855
-194
941
$301K 0.01%
6,916
942
$300K 0.01%
3,846
+1,215
943
$299K 0.01%
5,544
-16
944
$298K 0.01%
2,961
+1
945
$297K 0.01%
7,467
-162
946
$297K 0.01%
5,640
947
$296K 0.01%
5,997
-401
948
$296K 0.01%
2,546
949
$295K 0.01%
3,210
+159
950
$295K 0.01%
3,258
+207
36 37
38
39 40