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
1076
$222K 0.01%
4,949
+279
1077
$222K 0.01%
7,394
1078
$222K 0.01%
7,279
-54
1079
$222K 0.01%
10,500
-5,116
1080
$222K 0.01%
1,233
+271
1081
$221K 0.01%
2,000
-3,250
1082
$220K 0.01%
4,680
+4,581
1083
$220K 0.01%
9,059
+42
1084
$220K 0.01%
575
-9
1085
$220K 0.01%
10,943
+974
1086
$220K 0.01%
2,957
+476
1087
$219K 0.01%
41,870
+1,000
1088
$219K 0.01%
8,427
+3,845
1089
$218K 0.01%
1,111
+16
1090
$218K 0.01%
757
+53
1091
$218K 0.01%
3,006
+66
1092
$218K 0.01%
2,538
+125
1093
$218K 0.01%
6,631
-3,446
1094
$218K 0.01%
6,310
+4,504
1095
$217K 0.01%
8,289
-16,397
1096
$217K 0.01%
2,371
+9
1097
$216K 0.01%
3,475
+3,146
1098
$216K 0.01%
2,373
+133
1099
$215K 0.01%
2,743
+360
1100
$214K 0.01%
20,205
+4,225
42 43
44
45 46