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
1226
$163K 0.01%
2,311
+21
1227
$163K 0.01%
15,220
+7,610
1228
$163K 0.01%
2,316
+1,177
1229
$163K 0.01%
1,740
+340
1230
$163K 0.01%
5,484
+438
1231
$163K 0.01%
4,357
1232
$162K 0.01%
1,269
-5
1233
$162K 0.01%
487
+55
1234
$162K 0.01%
4,327
+145
1235
$162K 0.01%
5,034
-24,903
1236
$161K 0.01%
10,416
-28,785
1237
$161K 0.01%
5,177
+18
1238
$161K 0.01%
3,500
1239
$160K 0.01%
4,074
+67
1240
$160K 0.01%
3,725
-30
1241
$159K 0.01%
6,208
-293
1242
$159K 0.01%
1,125
1243
$158K 0.01%
5,219
+138
1244
$158K 0.01%
5,375
+135
1245
$158K 0.01%
2,961
-39
1246
$158K 0.01%
1,203
+100
1247
$158K 0.01%
460
+15
1248
$158K 0.01%
10,750
+2,048
1249
$158K 0.01%
497
-12
1250
$157K 0.01%
1,238
+370
48 49
50
51 52