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
1251
$157K 0.01%
2,957
+19
1252
$157K 0.01%
7,081
+1,280
1253
$157K 0.01%
84,868
+5,900
1254
$157K 0.01%
7,661
-15
1255
$156K 0.01%
1,526
+334
1256
$156K 0.01%
76,105
+74,349
1257
$156K 0.01%
2,137
+573
1258
$156K 0.01%
3,133
+1,675
1259
$156K 0.01%
5,600
-600
1260
$155K 0.01%
1,676
+136
1261
$155K 0.01%
12,683
-2,125
1262
$155K 0.01%
5,478
-674
1263
$154K 0.01%
3,338
-400
1264
$154K 0.01%
5,250
1265
$153K 0.01%
1,025
+2
1266
$153K 0.01%
898
+128
1267
$153K 0.01%
866
+329
1268
$153K 0.01%
4,312
+1,686
1269
$152K 0.01%
4,754
+3
1270
$152K 0.01%
724
-14
1271
$152K 0.01%
+1,515
1272
$151K ﹤0.01%
3,694
+171
1273
$151K ﹤0.01%
806
+56
1274
$151K ﹤0.01%
367
+201
1275
$150K ﹤0.01%
593
+18
49 50
51
52 53