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
76
$8M 0.26%
19,808
+4,071
77
$7.91M 0.26%
315,835
+29,983
78
$7.91M 0.26%
87,530
+7,687
79
$7.87M 0.26%
65,172
+11,272
80
$7.85M 0.26%
136,398
-477
81
$7.77M 0.25%
53,671
+4,645
82
$7.69M 0.25%
43,249
+4,928
83
$7.68M 0.25%
153,833
+24,246
84
$7.53M 0.25%
331,754
+64,626
85
$7.42M 0.24%
152,471
+25,076
86
$7.04M 0.23%
90,909
-2,127
87
$6.96M 0.23%
29,586
-1,524
88
$6.94M 0.23%
74,534
+70,746
89
$6.92M 0.23%
201,562
+11,227
90
$6.9M 0.23%
302,878
+154,196
91
$6.88M 0.23%
234,762
-148,825
92
$6.75M 0.22%
28,084
+15,180
93
$6.6M 0.22%
96,619
-1,111
94
$6.57M 0.22%
85,050
+13,664
95
$6.52M 0.21%
76,093
+2,648
96
$6.51M 0.21%
15,296
-9,811
97
$6.48M 0.21%
109,696
+3,121
98
$6.43M 0.21%
108,671
+42,248
99
$6.32M 0.21%
61,142
+11,495
100
$6.28M 0.21%
37,667
+2,153
2 3
4
5 6