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
1176
$178K 0.01%
20,753
+275
1177
$178K 0.01%
3,301
+1
1178
$178K 0.01%
13,352
+6,918
1179
$177K 0.01%
2,892
+2,012
1180
$177K 0.01%
9,200
1181
$177K 0.01%
4,885
-3,643
1182
$177K 0.01%
3,809
+249
1183
$177K 0.01%
1,642
-150
1184
$176K 0.01%
9,483
+7,894
1185
$176K 0.01%
3,378
+512
1186
$176K 0.01%
4,736
1187
$176K 0.01%
769
+66
1188
$175K 0.01%
2,146
+110
1189
$175K 0.01%
6,885
+753
1190
$175K 0.01%
2,532
-372
1191
$175K 0.01%
10,037
+841
1192
$175K 0.01%
3,849
-8,873
1193
$173K 0.01%
+20,957
1194
$172K 0.01%
894
+38
1195
$172K 0.01%
3,214
+620
1196
$172K 0.01%
338
+13
1197
$171K 0.01%
4,576
-237
1198
$171K 0.01%
3,769
+2,894
1199
$171K 0.01%
4,075
+373
1200
$171K 0.01%
3,290
+96
46 47
48
49 50