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
976
$277K 0.01%
5,000
+300
977
$277K 0.01%
10,687
-145
978
$276K 0.01%
2,606
-515
979
$276K 0.01%
7,187
+1,657
980
$276K 0.01%
4,312
981
$276K 0.01%
2,020
+137
982
$275K 0.01%
11,072
+1,888
983
$275K 0.01%
2,635
+5
984
$274K 0.01%
1,815
+380
985
$274K 0.01%
4,513
+556
986
$273K 0.01%
2,641
-146
987
$272K 0.01%
2,599
-197
988
$272K 0.01%
4,303
+625
989
$272K 0.01%
4,131
+1,777
990
$271K 0.01%
1,946
+535
991
$271K 0.01%
3,649
+881
992
$271K 0.01%
2,246
+169
993
$270K 0.01%
3,891
+1,249
994
$269K 0.01%
4,675
-2,388
995
$268K 0.01%
4,353
+25
996
$268K 0.01%
11,390
+3,638
997
$267K 0.01%
9,328
-30,265
998
$266K 0.01%
7,330
+2,194
999
$266K 0.01%
7,391
1000
$266K 0.01%
749
+61
38 39
40
41 42