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
1026
$251K 0.01%
4,503
+3
1027
$251K 0.01%
9,273
+4,137
1028
$250K 0.01%
1,838
+1,823
1029
$250K 0.01%
2,626
+7
1030
$250K 0.01%
3,372
+1,612
1031
$249K 0.01%
9,668
-3,719
1032
$249K 0.01%
6,290
1033
$248K 0.01%
964
+29
1034
$248K 0.01%
10,529
+2,119
1035
$248K 0.01%
5,341
+1,900
1036
$247K 0.01%
1,622
-145
1037
$247K 0.01%
1,997
1038
$247K 0.01%
5,721
+585
1039
$247K 0.01%
2,325
+1,530
1040
$246K 0.01%
20,719
+20,424
1041
$245K 0.01%
2,656
+45
1042
$244K 0.01%
4,528
+650
1043
$244K 0.01%
1,376
+192
1044
$244K 0.01%
8,396
-3,154
1045
$238K 0.01%
3,809
-1,576
1046
$237K 0.01%
1,268
-112
1047
$237K 0.01%
4,740
-42
1048
$236K 0.01%
7,165
+209
1049
$236K 0.01%
10,623
-513
1050
$235K 0.01%
2,782
+160
40 41
42
43 44