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
1201
$170K 0.01%
3,442
+2
1202
$170K 0.01%
2,963
+137
1203
$170K 0.01%
2,147
+30
1204
$169K 0.01%
2,926
+447
1205
$169K 0.01%
9,802
+2,210
1206
$169K 0.01%
1,662
-5
1207
$168K 0.01%
1,730
+354
1208
$168K 0.01%
5,123
-17
1209
$168K 0.01%
10,270
-3,049
1210
$168K 0.01%
+5,882
1211
$168K 0.01%
3,791
+214
1212
$167K 0.01%
4,860
+2,604
1213
$167K 0.01%
4,824
+702
1214
$167K 0.01%
2,421
1215
$166K 0.01%
3,147
-34
1216
$166K 0.01%
5,842
-552
1217
$166K 0.01%
+3,019
1218
$166K 0.01%
1,183
-330
1219
$166K 0.01%
1,316
+28
1220
$166K 0.01%
3,675
+2,292
1221
$166K 0.01%
12,189
+194
1222
$165K 0.01%
3,732
+3,435
1223
$165K 0.01%
4,448
+931
1224
$164K 0.01%
4,396
+3,769
1225
$164K 0.01%
3,774
47 48
49
50 51