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
1151
$185K 0.01%
382
+191
1152
$185K 0.01%
2,745
+1,334
1153
$185K 0.01%
+1,689
1154
$184K 0.01%
3,999
+240
1155
$184K 0.01%
4,494
-110
1156
$183K 0.01%
7,538
-9,456
1157
$183K 0.01%
2,412
+213
1158
$182K 0.01%
2,139
-47
1159
$182K 0.01%
1,007
+122
1160
$182K 0.01%
3,492
+98
1161
$181K 0.01%
4,768
-30
1162
$181K 0.01%
6,316
-675
1163
$181K 0.01%
5,091
+150
1164
$181K 0.01%
2,602
+125
1165
$181K 0.01%
2,066
-1,151
1166
$180K 0.01%
1,421
+24
1167
$180K 0.01%
2,348
-3,192
1168
$180K 0.01%
6,257
-12,859
1169
$180K 0.01%
1,427
+546
1170
$179K 0.01%
763
+34
1171
$179K 0.01%
1,005
+36
1172
$179K 0.01%
2,150
-204
1173
$179K 0.01%
6,000
-250
1174
$178K 0.01%
7,128
1175
$178K 0.01%
4,593
+6
45 46
47
48 49