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
951
$294K 0.01%
1,293
+1
952
$292K 0.01%
3,154
+996
953
$291K 0.01%
8,372
-10,774
954
$291K 0.01%
4,231
+93
955
$290K 0.01%
2,746
-13
956
$290K 0.01%
10,776
+45
957
$290K 0.01%
4,965
-102
958
$289K 0.01%
680
+11
959
$285K 0.01%
11,133
+11
960
$283K 0.01%
3,893
-2
961
$282K 0.01%
826
+71
962
$282K 0.01%
16,260
+739
963
$282K 0.01%
11,446
-1,418
964
$282K 0.01%
8,991
+235
965
$281K 0.01%
646
-90
966
$280K 0.01%
1,342
-4
967
$280K 0.01%
12,734
+469
968
$280K 0.01%
2,615
+50
969
$279K 0.01%
10,671
+1,056
970
$279K 0.01%
59,151
+56,238
971
$279K 0.01%
2,215
-321
972
$279K 0.01%
4,949
+423
973
$279K 0.01%
11,437
-436
974
$278K 0.01%
658
-1
975
$278K 0.01%
4,129
-890
37 38
39
40 41