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
1051
$235K 0.01%
2,692
+180
1052
$234K 0.01%
10,418
1053
$234K 0.01%
16,272
-230
1054
$233K 0.01%
1,611
-23
1055
$233K 0.01%
+2,858
1056
$232K 0.01%
2,174
+2,030
1057
$232K 0.01%
4,037
+2,285
1058
$231K 0.01%
2,113
-302
1059
$231K 0.01%
1,793
-4,352
1060
$230K 0.01%
2,323
1061
$230K 0.01%
7,974
+2,399
1062
$230K 0.01%
8,735
+1,096
1063
$230K 0.01%
1,924
-6,623
1064
$229K 0.01%
1,732
+955
1065
$228K 0.01%
2,150
+24
1066
$227K 0.01%
9,854
+439
1067
$227K 0.01%
9,742
+4,431
1068
$227K 0.01%
5,027
+449
1069
$226K 0.01%
8,200
+1,000
1070
$226K 0.01%
6,905
-11,350
1071
$226K 0.01%
6,732
-133
1072
$225K 0.01%
23,965
-317
1073
$224K 0.01%
184
1074
$223K 0.01%
1,621
+17
1075
$223K 0.01%
2,491
+207
41 42
43
44 45