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
1101
$214K 0.01%
3,273
-342
1102
$214K 0.01%
8,533
-3,294
1103
$213K 0.01%
6,790
1104
$212K 0.01%
3,438
+1,103
1105
$212K 0.01%
1,147
-9
1106
$211K 0.01%
2,857
-646
1107
$211K 0.01%
+2,216
1108
$210K 0.01%
18,726
+234
1109
$209K 0.01%
3,102
+315
1110
$208K 0.01%
5,858
1111
$208K 0.01%
9,713
-2,090
1112
$208K 0.01%
8,691
1113
$207K 0.01%
10,617
1114
$207K 0.01%
1,674
-24,842
1115
$206K 0.01%
6,560
1116
$206K 0.01%
975
+115
1117
$205K 0.01%
337
-31
1118
$205K 0.01%
555
+11
1119
$205K 0.01%
2,554
+1,125
1120
$204K 0.01%
6,004
1121
$203K 0.01%
11,911
+4,606
1122
$203K 0.01%
949
-7
1123
$202K 0.01%
5,430
+74
1124
$202K 0.01%
8,040
+199
1125
$202K 0.01%
848
+32
43 44
45
46 47