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
101
$6.2M 0.2%
246,428
+24,966
102
$6.16M 0.2%
232,105
+107,688
103
$6.09M 0.2%
59,953
-129,089
104
$6.07M 0.2%
223,790
-34,376
105
$6.06M 0.2%
252,995
+8,895
106
$6.01M 0.2%
20,752
-1,657
107
$5.93M 0.19%
40,074
-793
108
$5.88M 0.19%
24,301
+1,131
109
$5.84M 0.19%
66,538
+3,396
110
$5.77M 0.19%
106,272
+6,316
111
$5.74M 0.19%
54,361
-2,752
112
$5.74M 0.19%
67,839
+18,038
113
$5.74M 0.19%
126,956
+10,088
114
$5.67M 0.19%
110,724
+27,015
115
$5.65M 0.19%
59,832
+11,625
116
$5.63M 0.18%
14,022
+7,094
117
$5.59M 0.18%
29,264
+172
118
$5.5M 0.18%
81,932
+2,277
119
$5.5M 0.18%
25,849
-2,181
120
$5.46M 0.18%
245,799
+13,250
121
$5.44M 0.18%
47,023
+34,789
122
$5.43M 0.18%
119,216
+2,759
123
$5.42M 0.18%
123,283
+69,516
124
$5.41M 0.18%
126,214
+1,025
125
$5.38M 0.18%
71,025
+9,652
3 4
5
6 7